Story:
Investment Committee

We helped our client free up their time and resources at their foundation, as well as provide the necessary financial expertise.

The Challenge:
A foundation was looking to expand their investment portfolio of direct investment and free up time of the CEO by reducing their workload on the existing fund portfolio. 

The Solution:
Impact Advisors represents the client on the advisory board of two gender lens funds and reports on the fund portfolio on a quarterly basis. In addition, Impact Advisors on investment committees in Kenya, Mexico, Poland and Romania. 

The Value Add:
The solution freed up time and resources at the foundation and provided the necessary financial expertise.

Previous
Previous

Building Ecosystems

Next
Next

Succession Planning