CHARITIES, FOUNDATIONS AND ENDOWMENTS

Rodgers Investment Consulting provides a full range of investment consulting services to boards of directors and executives in the not-for-profit sector.

PORTFOLIO REVIEW AND EVALUATION

We will undertake a review of the current portfolio and conduct a complete performance evaluation. Particular attention is paid to the existing policy and evaluation framework and we seek to answer two questions. The first is 'has the portfolio been managed in accordance with the mandate given by the board of directors?' The second question we seek to answer is 'has the portfolio been managed with an acceptable degree of professional competence within that mandate?'

INVESTMENT POLICY EVALUATION AND DESIGN

Investment policy statements are often written by portfolio managers to reflect their areas of competency and biases after they have been retained by a client. At Rodgers Investment Consulting we seek to develop policy frameworks and guidelines that accurately reflect the objectives of the organization. As part of this investment policy design we develop benchmarks and target rates of return that are realistic and appropriate to the policy and objectives. We will also address any legislation, such as the Trustee Act, that impacts the management of the investment portfolios.

PORTFOLIO GOVERNANCE AND PORTFOLIO MANAGER EVALUATION

We will develop portfolio governance procedures that will ensure the board of directors continue to meet their fiduciary responsibilities with regard to the prudent management of the organization's capital. This can include ongoing consulting services or, when practical and appropriate, the structuring of volunteer committee mandates. These governance procedures will include the frequency, method and style of reporting by the manager, terms of reference for any committees and conflict of interest guidelines. It will also include the procedures to be used and the appropriate criteria to consider in selecting a manager for the first or subsequent time.

• INVESTMENT CONSULTING SERVICES PROVIDED
• ABORIGINAL COMMUNITIES