Mission Investing Network: Investment Governance and Reporting

Tuesday, October 31, 2017 8:00am - 10:00am CDT
Bush Foundation, Mississippi Room - 24th Floor, First National Bank Building, 101 5th St E #2400, St Paul, MN 55101

Description: Join with mission investing network peers to share what is working and what you’ve learned in developing your organization’s governance and reporting of program and mission-related investments. Allison Barmann, Strategy and Learning Vice President with the Bush Foundation and co-chair of the Mission Investing Network, will moderate a conversation inclusive of foundations of different sizes and foundation types.  Attendees are encouraged to bring examples of an investment policy and/or investment report to share as part of this roundtable conversation. 

Questions explored will include:

  • Does your organization have a document which outlines the foundation’s mission investing strategy?
  • Who is responsible for the day to day management and implementation of your mission investing strategy?
  • Do you use a consultant for your mission investing strategy?
  • Who has oversight over the mission investing strategy?
  • How frequently do you report on the strategy to either a committee or the board?
  • What metrics are reported?
  • What questions have the committee or board asked of staff?
  • What lessons would you would like to share

Breakfast and networking will begin at 8 am. Roundtable conversation will kick off at 8:30 am. 

As a network meeting, this is a member benefit open to all MCF members.