Max Messervy, our founder joined Georges Dyer on the Intentional Endowments Network's Future of Finance podcast for a conversation on one of the most consequential relationships in institutional investing: the one between an asset owner and its investment consultant.

The conversation covers how consultant mandates are structured across retainer and project based models, where a consultant's own business model can pull against a client's fiduciary interests, and the recurring gap between day to day field consulting teams and a firm's in-house sustainability specialists. Max also walks through three concrete ways to evaluate whether a consultant is actually equipped to advise on system level investing: a dedicated specialist team, external memberships like UN PRI, and referenceable client outcomes.

The full conversation is worth your time if you work with, or oversee, a consultant relationship of your own.

🎧 Watch on YouTube: https://www.youtube.com/@TheFutureofFinancePodcast

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🎧 Listen on all platforms: https://pod.link/1793610181