Funds of the Community Foundation are combined into investment pools for both economy of management and access to top management and advisory talent. Different pools provide you with options to meet your philanthropic goals. Local professionals comprise our Investment Advisory Committee, which meets regularly to guide our investment policies and monitor the performance of our professional managers. The Committee’s work ensures that our portfolio is well-managed and that it produces an ever-increasing income stream for the long-term benefit of our community. Pool performance is shown below.
|Pool||Pool Assets at 6/30/18||3 Year Return * (net of investment fees)||Inception Date of Pool||Return Since Inception *||Benchmark Returns Since Inception *|
|Long-Term Pool||$98.5 M||6.85%||02/01/1997||6.38%||6.02%|
|Socially Responsible Long-Term Pool||$22.1 M||5.30%||06/01/2001||4.95%||5.91%|
|Intermediate Term Pool||$23.3 M||1.43%||08/01/2003||3.45%||4.53%|
*All returns annualized. Foundation support fees are not included in return calculations. Information on investment managers and investment fees available upon request. For more details on performance and asset allocation for all pools, download our Investment Flash Reports:
To review our investment policy, download the CFSC Investment Policy Statement.