Investment Committee at Unitarian Universalist Association | Torre
You'll shape ethical investment strategy for a $150MM+ endowment, advancing liberal religious values.
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Full-time

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Emma of Torre.ai
3 months ago

Requirements and responsibilities


NoteNOTE: A position with the Investment Committee is strictly VOLUNTEER, and is NOT a paid position.Purpose The Investment Committee interprets and implements the Investment Policy adopted by the UUA Board of Trustees for the operations of the Unitarian Universalist Common Endowment Fund (UUCEF). The members are responsible for management of the UUCEF in a manner consistent with UU Values as well as the achievement of investment return and risk objectives. The Investment Committee and the Socially Responsible Investing Committee collaborate to optimize the investments of the UUCEF.The Committee adopts all policies necessary to assist the Board in the efficient and effective management of the UUCEF.Key ResponsibilitiesImplement asset allocation strategyAssess the effectiveness of the UUA's SRI policiesMonitor investment performanceImplement portfolio changesControl costsEnsure good accounting and audit practicesSkills neededDirect professional institutional investment experience specializing in institutional fiduciary issues for an organization with assets equal or greater than $150MMLength of Term2 years with 8 year limit of serviceMeetingsQuarterly, 6 hour meetings, in conjunction with the SRICAdditional important infoMembers should have knowledge or willingness to understand socially responsible investment practices.
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