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The 10 Best Practices of Highly Effective Investment Committees
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In our 20 year history, Federal Street Advisors has participated in hundreds of investment committee meetings and has witnessed an array of committee structures and approaches.
A new white paper by Principal, Dan Gross and Senior Client Advisor, Katy Karr distills our perspective on the ten practices that are common among the most effective investment committees.
While investment committees can operate successfully with a variety of structures and approaches, we think that our 10 Best Practices can make any investment committee more efficient and effective. This should lead to improved long-term portfolio operation - to the ultimate benefit of grantees and beneficiaries.
Click through to read the article on our website. |
Regional & National Recognition
Investment News has ranked Federal Street Advisors #2 among Massachusetts Registered Investment Advisors and #13 in the nation.
The recently published Boston Business Journal's Book of Lists ranked Federal Street Advisors #18 among Independent Investment Advisors.
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