Where does your institution stand on mission-aligned investing?
This checklist comes from Principles of Investment Stewardship: Mission-Aligned Investing for Nonprofit Organizations. Work through it with your investment committee to locate your institution's current position across the six principles.
Unchecked items are not failures. They indicate where the next conversation belongs. Nothing you select is recorded or sent anywhere — use the print option to keep a copy.
Your results
Work through the checklist above. A summary of where to focus will appear here.
Talk to Us
where did your committee land?
Most institutions find that some principles are well established and others have never been formally discussed. Either is a useful starting point.
If you'd like to talk through what this assessment surfaced — what belongs in your Investment Policy Statement, how to size a mission-aligned allocation, or what your committee should be asking next — Commonfund Institute is glad to have that conversation. No obligation, and no assumption that you're looking to change anything.