A Board Evaluation or Committee Demo only takes twenty minutes.

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Investment Committee Evaluation

Similar to the audit committee, the investment committee mandate has become the assessment of performance as overseers of the entity's assets.  

As with all the CBE questionnaires, evaluations, and training tools, CBE can simply convert your organization's existing materials to a more flexible and efficient governance platform or work with your governance professionals to design a new questionnaire closely tailored to the unique aspects of your business.

How It Works

CBE is also available to meet with the client to present the report in person and for additional consulting services.


    CBE’s Investment Committee Assessment covers critical areas of the Committee's functions in a comprehensive questionnaire where each member is asked to rate the Committee on a ten-point scale.
  • Share opinions

    The remaining questions are open-ended questions where the committee members can freely share their opinion on the overall functioning of the Committee.
  • Results

    The result of the survey is a high-value, written report that gives the Investment Committee the opportunity to assess its performance, examine compliance and assay critical committee functions.
  • Reports

    The report is presented to the Investment Committee Chair and shared with a Board designated representative.
Request a Demo

CBE’s internet-based evaluation software is a low-cost, high-benefit solution for the critical need to perform committee evaluations. The challenges of corporate governance affect the bottom line today more than ever. CBE’s state-of-the-art processes increase management’s opportunity to decrease risk and influence profitability by appropriating leadership best practices.