First Affirmative’s Institutional Consulting Services Group helps foundations and endowments align their investments with their values and mission.
Each organization we work with is unique, with diverse financial, social, moral, ethical, and religious factors to consider in their investment decisions. We employ an in-depth collaborative process to make sure we capture all your organizational priorities when building your investment plan.
We also vote our client’s proxies according to carefully constructed voting guidelines. These guidelines emphasize a progressive approach to environmental, social, and governance matters, informed by the larger responsible investment community, and the preservation of long-term shareowner value through strong corporate governance.
We treat every client engagement as a fiduciary relationship and consciously seek to make recommendations that meet the highest fiduciary standards.
Contact our Business Development Team to learn more about our services for foundations and endowments.