Keys to Envisioning, Creating and Sustaining a Successful Investment Strategy

In this webinar, part of the Partners in Mission Fall Webinar Series, Zela and Michael discuss securing the future of your Catholic Institution by utilizing governence best practices, and offer a few keys for envisioning, creating and sustaining a successful investment strategy.

Topics include:
-Forming a diverse and dynamic investment committee
-Establishing sound committee practices and procedures
-Creating an effective investment policy statement, and
-Forging strong partnerships with investment advisors and asset managers


This content is for educational purposes only. Panelist opinions expressed are their own and thus do not necessarily reflect CIS’s opinion, investment advice, or strategies.  This is not a solicitation to purchase securities, nor is it meant to be investment advice.  CIS has not verified the content for accuracy, nor will it update it in the future.