Unitarian Universalist Association
Unitarian Universalist Association is a religious organization that fosters open-minded and open-hearted spiritual communities. It helps individuals lead lives of justice, love, learning, and hope, embracing people of diverse religious backgrounds and beliefs. The Association provides programs and services for all ages, promotes justice and inclusion, and offers pastoral care and sanctuary for people in need. With a commitment to mutual aid and organizing, it emphasizes justice, equity, transformation, pluralism, interdependence, and generosity in its activities and initiatives.
Investment Committee Member
November 15, 2024
Unitarian Universalist Association
Unitarian Universalist Association is a religious organization that fosters open-minded and open-hearted spiritual communities. It helps individuals lead lives of justice, love, learning, and hope, embracing people of diverse religious backgrounds and beliefs. The Association provides programs and services for all ages, promotes justice and inclusion, and offers pastoral care and sanctuary for people in need. With a commitment to mutual aid and organizing, it emphasizes justice, equity, transformation, pluralism, interdependence, and generosity in its activities and initiatives.
📋 Description
• The Investment Committee interprets and implements the Investment Policy adopted by the UUA Board of Trustees for the operations of the Unitarian Universalist Common Endowment Fund (UUCEF). • The members are responsible for management of the UUCEF in a manner consistent with UU Values as well as the achievement of investment return and risk objectives. • The Investment Committee and the Socially Responsible Investing Committee collaborate to optimize the investments of the UUCEF. • The Committee adopts all policies necessary to assist the Board in the efficient and effective management of the UUCEF. • Implement asset allocation strategy. • Assess the effectiveness of the UUA's SRI policies. • Monitor investment performance. • Implement portfolio changes. • Control costs. • Ensure good accounting and audit practices. • Members should have knowledge or willingness to understand socially responsible investment practices.
🎯 Requirements
• Direct professional institutional investment experience specializing in institutional fiduciary issues for an organization with assets equal or greater than $150MM
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