Investment Policies and Procedures, with focus on Impact Investing (JW McConnell Family Foundation, 2022)

This  “Statement of Investment Policies and Procedures” from The J.W. McConnell Family Foundation includes a description of the investment committee’s roles and responsibilities; investment beliefs; guidelines for the foundation’s responsible investing approach including ESG, negative screens, and proxy voting; spending policy, risk management, and manager selection; and a description of target asset mix. The appendices include a glossary of terms and a comprehensive “Impact Investing Policy Statement.”