Choosing and Working with your Investment Manager

​This session is part of Mission-Aligned Investing to Maximize Philanthropic Impact, a biweekly peer learning series offered in partnership with Philanthropic Foundations Canada. Register for the sessions that are most relevant to your needs, or email [email protected] to register for the entire series at a 10% discount for a comprehensive learning experience.

1. ​Aligning Your Investment Strategy with Your Mission

2. ​Mission-Aligned Public Equities and Fixed Income

3. ​Choosing and Working with your Investment Manager

   • ​Thursday May 7 (1:00 pm - 3:00 PM ET)

4. ​Private/Alternatives Market Landscape

5. ​Investment Approaches in the Private/Alternatives Market

6. ​Impact Measurement and Reporting

​Fee: $200 per participant per session. A payment link will be sent from Luma after you click the "Request to Join" button. You must complete your payment to confirm your registration and secure your spot.

​For those who would benefit from a beginner-friendly introduction to this topic, Impact United Academy offers a separate 2-hour “Impact Investing for the Curious” workshop on March 4, 2026 from 1-3pm ET.

​Session overview

​Most asset owners make use of external investment managers, often with a mandate for a specific asset class. Learn how to not just “manage your manager”, but work together to create new investment products to serve your needs.

​Topics: 

• ​Roles of internal staff, external managers and consultants, and fractional/outsourced Chief Investment Officers (CIOs)

• ​How to choose and work with investment managers

• ​Single/multi-manager mandates

• ​Co-creating new products/structures

• ​Shareholder advocacy

• ​Accountabilities to staff, Investment Committee, and Board

​Who is this session for?

​We welcome all who are interested in leveraging their investments to maximize their philanthropic impact. 

​The curriculum is designed for organizations stewarding endowed assets and those responsible for developing, implementing, and governing their mission-aligned investing strategy, at early and maturing stages of the journey.  

• ​Types of roles

  • ​Senior management

  • ​Board and Committee members

  • ​Individual Donor-Advised Fundholders and Accredited Investors

• ​Types of organizations

  • ​Foundations

  • ​Family offices

  • ​Faith-based organizations

  • ​Post-secondary institutions

  • ​Labour unions

  • ​Other organizations with endowments and investment portfolios/mandates

​What will you learn?

​This program will help you: 

• ​Advance the knowledge and leadership capacity of key staff and board members

• ​Strengthen your organization’s mission, governance, fiduciary duty, and operations capacity

• ​Build connections and relationships with peers working with shared purpose

• ​Apply the learning and case studies to your own impact investing strategy