Working with advisors to align capital with purpose: Lessons from the Endowments for Impact Challenge

Join the Endowments for Impact Challenge (EFIC) and the Foundations Group for Impact Investing (FGII) for a conversation on how Foundation & Trusts can work with advisors to align capital with purpose.

The Endowments for Impact Challenge has crowned its winners, but the real work of transforming how Australian trusts and foundations invest is just beginning.

In this session, we will host an interactive discussion exploring challenges and opportunities for Foundations & Trusts to work with advisors including:

• The realities of working with advisors
• Advisors and power dynamics
• The relationship between advisors and Investment committees
• Challenges faced and how challenges have been overcome

We’ll unpack key findings from the newly released State of the Sector report and share practical insights to help Foundations and Trusts work with professional investment advisors to take the next steps toward responsible, mission-aligned investment, covering how Foundations & Trusts can:

• Consider responsible investment capability and expertise in the selection and engagement of investment advisors
• Work more effectively with advisors to align investments with mission
• Use EFIC’s Request for Proposal, selection criteria and State of the Sector report to guide advisor engagement
• Opportunities to leverage EFIC resources

Audience: FGII members only