Board & Advisor Relationships

STRENGTHENING BOARD, CONSULTANT & ADVISOR RELATIONSHIPS

The relationship between a Board, its Investment Committee, and their Consultants and Advisors is critical to assure the proper functioning of the Committee and the alignment of the investment portfolio with the organization’s goals.  Communication and transparency are vital elements.  We will explore some of the best ways to manage or improve the relationship between Investment Boards, advisors, and consultants regarding BRI.  Some of the topics include investment performance, benchmarking, evaluation processes and retention policies for consultants, managers and advisors.

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Premier Partners

Our special thanks to these partners for their support of the Christian Investment Summit