Choosing Your Investment Advisor

Selecting your investment advisor is the most important decision you will make in terms of financial returns and impact on communities and the environment.

Very few of us are trained in best practices of governance policies that include investment beliefs, decision-based attribution evaluation, manager diversity, supply chain, and impact. If you are one of the many who have not been trained in best practices of governance, impact, and decision-based evaluation, you could benefit from working with experts such as an outsourced Chief Impact Officer, who would be free from conflict with you, since they would not seek to manage your assets. If you think you might need help, please contact us at info@impactfinancecenter.org. If we cannot support you, we will work with you to find the support you need.

Open Requests for Expressions of Interest and Requests for Proposals

  1. The AJL Charitable Foundation

  2. Announcement for The AJL Charitable Foundation Expression of Interest for an Investment Advisor.

  3. Due November 10th: The AJL Charitable Foundation Expression of Interest (EOI) Survey. A MS Word version of the survey can be downloaded here. We recommend that you download the MS Word version of the survey and complete your questions first in the MS Word document so that you can copy / paste your answers in this survey. We have had a few problems with the survey tool, Qualtrics, where respondents were not able to return to their survey to complete it. We are not taking phone calls for the EOI. Please email info@impactfinancecenter.org if you have any questions about the EOI.

  4. The AJL Charitable Foundation Investment Policy Statement that includes the Investment Beliefs and Values Statement

  5. Due January 4: The AJL Charitable Foundation Request for Proposal (Invite Only).

choosing your investment advisor case studies

Investment Beliefs.jpg
  IFC Impact Progress Report Card - Impact Commitments

IFC Impact Progress Report Card - Impact Commitments

 The Investor’s Impact Matrix mapped with illustrative asset classes via The Impact Management Project (https://impactmanagementproject.com/investor-impact-matrix/)

The Investor’s Impact Matrix mapped with illustrative asset classes via The Impact Management Project (https://impactmanagementproject.com/investor-impact-matrix/)

impact measurement

Impact Finance Center uses best practices of evaluation as defined by the Impact Management Project.

Resources: Investment beliefs

Resources: DECISION-based decision attribution evaluation

Decision-based attribution evaluation reflects the investment beliefs of, and the way, the asset owner delegates or makes decisions. Each decision is measured for its positive or negative contribution to risk-adjusted returns and whether it is a function of skill or luck. This enhanced performance reporting holds decision-makers accountable and leads to improved governance.