Investing to Maximize Charitable Impact

Our Philosophy

We invest for the long-term. Our talented and knowledgeable Investment Committee members work hard to ensure our strategic asset allocations balance the need to maximize returns over the long-term while minimizing the risk of permanent loss of capital. We accomplish this balance by investing across a diverse set of asset classes and investment styles which we expect to enhance investment results in a variety of market conditions.

What this means is that your fund will have the benefit of being a part of a large institutional investment pool, allowing broad diversification and access to managers who would traditionally be unavailable or cost-prohibitive to individual investors.

Investment Options & Performance

We offer four primary investment pools for your fund. Each pool has its own specific investment allocation, providing for different growth and return options from which to choose when you establish your fund. Other investment options exist with local financial institutions. Please call the Community Foundation to learn more.

Signature Fund

Our most popular fund option, the Signature Fund is designed to balance long-term return requirements with short-term stability needs.

The Signature Fund employs a combination of active and passive investment management styles that are structured to maintain and grow fund principal and thereby increase the amount that is available for grants over the long-term.
The Signature Fund’s strategic asset allocation is 65% traditional equities, 10% non-traditional assets, 23% fixed income securities and up to 2% cash.

Equity Fund

The Equity Fund employs a combination of active and passive investment management styles, but is allocated 100% to a diversified mix of equity investments.

The Equity Fund has the potential for greater returns than the Signature Fund, but with the potential for greater volatility.

Fixed Income Fund

The Fixed Income Fund is comprised of a 100% allocation to a variety of fixed income securities designed to generate a modest amount of income and the least amount of volatility of our investment pools.

The Fixed Income Fund offers greater stability with lower expected returns.

Socially Responsible Fund

The Socially Responsible Fund is a diversified mix of assets managed by Boston Common Asset Management.

Up to 75% of the Socially Responsible Fund may be invested in equity securities with the balance in fixed income securities. Investments for the Socially Responsible Fund are selected based on analysis of financial, environmental, social and governance factors.

Our Investment Advisor

We engage Fourth Street Performance Partners to serve as an independent advisor to the Investment Committee. Fourth Street is completely independent of the firms selected to manage our investments and is charged with providing the Investment Committee with return data and objective information concerning the performance of each investment manager. Fourth Street also helps the Investment Committee to identify and evaluate new managers, as well as maintain the investment policy statements governing our investment pools.

Questions about our investment options or performance?

Matthew Bacon, CPA, CGMA
Matthew Bacon, CPA, CGMA »
Vice President, Chief Financial Officer
502.855.6952
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