Investment Committee Member

November 15

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Description

β€’ 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). β€’ 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. β€’ The Investment Committee and the Socially Responsible Investing Committee collaborate to optimize the investments of the UUCEF. β€’ The Committee adopts all policies necessary to assist the Board in the efficient and effective management of the UUCEF. β€’ Implement asset allocation strategy. β€’ Assess the effectiveness of the UUA's SRI policies. β€’ Monitor investment performance. β€’ Implement portfolio changes. β€’ Control costs. β€’ Ensure good accounting and audit practices. β€’ Members should have knowledge or willingness to understand socially responsible investment practices.

Requirements

β€’ Direct professional institutional investment experience specializing in institutional fiduciary issues for an organization with assets equal or greater than $150MM

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