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Investment Management Principles & Practices
A Capacity Building Workshop for Conservation Trust Funds
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* Indicates required question
Participant’s Name
*
Your answer
Participant's Fund
*
Your answer
Email
Your answer
Position and Role of Participants (tick all those that apply)
*
a. Board member
b. Investment Committee member
c. Executive Director
d. Investment/Finance officer
e. other staff member
Other:
Required
Did your Conservation Trust Fund/Environmental Fund participate in the Conservation Trust Investment Survey (CTIS) for calendar year 2016?
*
Yes
No
Do you have an Investment Policy Statement that guides your investment management?
*
Yes
No
Who currently manages your Fund’s investments?
*
a. Through a contracted & regulated investment firm:
b. Through a dedicated individual(s) member of CTF/EF staff/Board
c. Through a contracted individual investment advisor(s)
d. Through a mix of internal staff and outside contractors
Other:
Who is responsible for the monitoring of your Fund’s investments? (you may choose more than one):
*
a. Main Board of Trustees
b. Investment Committee
c. Investment Firm or Consultants(s)
d. Staff Member – dedicated
e. Staff Member – part time role
Required
Please indicate the types of investments your fund manages
*
a. Permanent/Endowment (Permanent funds are required by their governing documents to operate in perpetuity; this is what is typically meant by an “endowment”)
b. Expendable (Expendable endowments (or “quasi” endowments) are not technically required to exist in perpetuity but may aim to preserve the value of their endowment for future generations)
c. Spending out or sinking funds (Investment funds that will be spent out over a specific time-frame, often 10, 20 or 30 years)
d. Building up (up to say a 21-year period) (Foundations that build up an initial endowment before beginning to distribute grants)
Required
Please indicate approximately the total amount (indicate currency) in each type of fund you ticked in the previous question:
Your answer
Is the Fund’s investment policy and decision-making process clear to (you may choose more than one):
*
Yes
No
Somewhat
a. All staff
b. Finance staff
c. Investment consultants
d. Investment Committee Members
e. Board Members
Yes
No
Somewhat
a. All staff
b. Finance staff
c. Investment consultants
d. Investment Committee Members
e. Board Members
How is the Investment Committee selected?
Your answer
Please describe any difficulties or challenges that you face with your Fund’s investment management
Your answer
Please list any specific areas you would like to consider or discuss during the Investment Management workshop
Your answer
If you are an African or Asian-Pacific Fund, you can request travel support from RedLAC-CAFE Project K. Did you request this travel support?
*
Yes
No
Does not apply
Each participant is responsible for his/her own hotel reservation. This can be done using the code REDLAC2017 at this link:
https://www.barcelo.com/es/hoteles/republica-dominicana/punta-cana-playa-bavaro
If you are participating in RedLAC Assembly after the workshop is finished, you also need to complete RedLAC registration form at:
https://redlac.org/en
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