Investment Committee.

The Investment Committee is the primary authority on developing the institution's investment policy strategy and objectives.

Non-Participation - Our community may not be aware that there is an investment committee, or we don’t share information about the makeup or roles of the committee, what is discussed or their operations.

Next Steps +

Assess what kind of non-participation your org engages in:

  • Exclusionary Non-Participation

    • Investment committee member decisions are made internally and are not shared out.

  • Harm Reduction

    • Revisit your investment committee member roles, responsibilities, relation to staff, term requirements, and anything else pertaining to how the investment committee is run and identify opportunities for more equitable and inclusive policies.

  • Shift from exclusionary to harm reduction or subsequent participatory strategies.

Inform - We publicly share information about the investment committee—things like membership, strategy, terms and tenure of members, anything pertaining to how the investment committee is run, etc.

Next Steps +

  • Publicly share Investment Committee members and the process for becoming a member.

  • Publicly share investment committee priorities, roles, responsibilities, terms, etc.

  • Announce when there are openings in the investment committee.

Consult - We gather feedback from our community to support decisions that we make about our investment committee.

Next Steps +

  • Survey the community to determine criteria for investment committee members.

  • When an Investment committee seat opens up, have an open call for referrals/suggestions/applications.

  • Have investment committee members regularly attend community meetings and share out learnings with the full committee.

Involve - We consult our community members to help shape and inform the investment committee..

Next Steps +

  • Facilitate a singular workshop or meeting where community members discuss feedback, input, and suggestions with the investment committee.

  • Host a conversation with the community to give input on who should be on the investment committee.

Collaborate - Community members play an active role in shaping our investment strategy through meaningful processes they own, membership on advisory boards, or other formal power-holding structures.

Next Steps +

  • Have a separate community investment committee that collaborates with the investment committee to develop priorities, and IPS.

  • Hold regular meetings with the community to discuss investment committee policies and procedures.

  • Develop an ongoing engagement process to gather community perspective on investment committee membership and performance including strategies for filling any openings.

  • Workshop the definition of what it means to have community voice, visibility, and power in your institution with your community and your board.

Share Power - We have numerous opportunities for community members to meaningfully engage with and make decisions on our investment process, and our investment committee is proportionally representative of the communities we serve.

Next Steps +

  • Investment committee consists of majority/entirely community members with voting power.

  • Allow community members to select investment committee members.

  • Allow community members to drive some investment committee topics or priorities.

  • Re-design investment committee structure to be more participatory and think outside the box of traditional decision making processes

  • Get rid of your investment committee and co-create new decision making mechanisms with your community to control your investment decisions.