Evaluation Associates consultants have more than a decade of experience working with organizations with mission-related mandates for their investment programs. We listen with respect and sensitivity to gain a precise understanding of client needs. Then we offer our expertise in identifying the best opportunities to execute a nonprofit's desired investment vision.
We work with more than 50 nonprofit entities including endowments, foundations, hospitals, and faith-based organizations. We specialize in meeting the mission-driven investment needs of nonprofit institutions with assets under $100 million, giving each client the attention needed to create a customized investment program to suit their needs.
Fulfilling your mandate
We are experienced in implementing investment programs to comply with faith-based missions including Catholic and Sharia restrictions.
Recently, clients have expressed interest in our support of environmental, social, and governance aspects of sustainable investing. Evaluation Associates undertakes needed research to offer clients a range of investment options that are in harmony with their missions.
We build investment programs that avoid securities in targeted industries and engage proxy voting that promotes social goals. We identify managers capable of investing for clients who seek to avoid companies with exposure to tobacco, alcohol, gambling, pornography, and other categories. We then perform due diligence on alternatives that fulfill the client's specific investment requirements.