We support Foundations in the analysis of their financial situation, collaborating in the creation or revision of their Investment Policy and advising on the implementation of their strategy to align with their Mission and Vision.
Analyze possible cost reduction and look for options to improve financial performance.
The definition of an appropriate Investment Policy is fundamental in its process of transformation of the financial portfolio. Our objective is to achieve a better balance of the investments and the strategic objectives of the foundation.
Follow-up of the strategy
The external coordination makes it easier for the Board of Trustees and the Financial Management of the Foundation to follow up with the criteria of objectivity, sustainability, transparency, professionalism and confidentiality throughout the process. Put the entity’s investments in the same line with the mission of the Foundation helps to improve its social impact.