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FinanceBoard & committee

Investment committee meeting (endowment and foundation)

150 minutes 6 blocks Free template

A quarterly investment committee agenda that puts high-impact decisions first, records votes by name, then reviews the portfolio.

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Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingThe committee has decided the highest-impact items, recorded each vote by name and reviewed portfolio performance.

150 min · 6 blocks, drawn to scale Fits exactly
  1. Approve prior minutes, 5 minutes 5
  2. Highest-impact items: spending, strategic asset allocation, 50 minutesDiscuss 50
  3. Formal votes on major decisions, 15 minutes 15
  4. Break, 10 minutes 10
  5. Portfolio and performance review, 60 minutesInfo 60
  6. Recusals, actions and minutes follow-up, 10 minutes 10
03875113150 min
  1. +0′Approve prior minutes5 minDecide
  2. +5′Highest-impact items: spending, strategic asset allocationTip: Give each item enough time for proper consideration; steer off-topic ideas to a later slot.50 minDiscuss
  3. +55′Formal votes on major decisionsHow do you vote on this resolution?Tip: Record each member's vote by name in the minutes; votes need not be unanimous.15 minVote
  4. +70′Break10 minBreak
  5. +80′Portfolio and performance review60 minInfo
  6. +140′Recusals, actions and minutes follow-up10 minWrap-up

Why it works

Built so the investment committee meeting (endowment and foundation) ends on time, with everyone in it.

  • It ends in a decision

    Capture the decision and its owner with one click while it's said. It lands in the summary, word for word.

  • Discussion with a clock

    50 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

  • A vote the whole room sees

    One tap each on a phone, live bars on the screen. A tick shows who has voted, never what they chose.

  • A break that ends

    Cameras pause and the timer keeps running, so the break finishes on time and everyone comes back together.

  • Updates stay short

    60 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • Wraps up on time

    Decisions and actions are read back, the summary is already written, and a finish on time earns the confetti.

How to run it

  1. 1Put actionable, high-impact items such as spending and asset allocation at the top of the agenda.
  2. 2Show decisions up front in the materials rather than burying them in the minutes.
  3. 3Allow enough time for each item; don't squeeze too much business into one meeting.
  4. 4Take explicit votes on major decisions and record them by name.
  5. 5Keep the discussion on the agenda so off-topic ideas don't take it over.

Questions about the investment committee meeting (endowment and foundation)

How often does an investment committee meet?
Cambridge Associates says most meet quarterly, alongside board meetings, and warns that meeting too often can encourage short-termism.
How long is an investment committee meeting?
Usually two to four hours. This template uses 150 minutes; extend the discussion blocks for heavier agendas.
How should investment committee votes be recorded?
Votes on major decisions should be explicit and recorded by name. They do not need to be unanimous.

Built from

The structure, timings and tips on this page come from these sources.

  • cambridgeassociates.com

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Check-ins and votes from every phone, no app
  • Decisions and actions in a scored summary

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