Building on our webinar about the revised USCCB Socially Responsible Investing Guidelines, SGI’s subsequent member webinar invites us to evaluate our investment practices and policies as expressed in an Investment Policy Statement (IPS). For some this may seem a dry document about asset allocation and expected returns. In fact, the Investment Policy Statement sets forth a set of goals for your institution. It can and should speak to what your institution stands for.
We were joined by:
- Jake Barnett, Director, Wespath Institutional Investments
- Ed Fitzpatrick, Fitzpatrick Group of Wells Fargo Advisors
- Laura Wicklander West and Allen White, Great Lakes Advisors
We want to thank all of our members and guests for attending our webinar. We would greatly appreciate if you would take a quick minute to fill out our questionnaire, here, regarding your experience.
Slides are available here.