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Navigating the field of mission investing can be challenging. The field is rapidly growing and the range of terms used, investment and impact objectives held, and resources available to investors can be dizzying. For investors seeking strategic guidance, technical support, or due diligence beyond the services provided by an investment manager, Confluence often recommends engaging a strategic consultant.
These consultants, some of whom also serve as registered investment advisors (RIAs), assist investors to determine impact priorities, evaluate investment advisors, and source deals, among other services. Whether working with foundation boards, investment committees, or staff, strategic consultants have the ability to shape bespoke services around the unique needs of each client.
On this webinar we will hear from three investors who have successfully partnered with strategic consultants to design and implement their own mission investing strategies.
We will also highlight a new Confluence resource guide: “Finding the Right Strategic Consultant,” which clarifies the strategic consulting landscape and features the industry’s top service providers.
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