The investment pool combines a number of charitable funds into a single portfolio of investments. By combining the funds into one portfolio, it allows participating funds broad diversification and access to managers that would traditionally be unavailable or cost-prohibitive due to the size of the individual fund. The investment pool is managed by multiple investment firms who are selected based on their expertise in a particular asset class. The pool contains nationally renowned firms including those that are local and minority owned.
The Finance Committee, with the assistance of professional investment consultants, monitors the fund's performance on a quarterly basis and oversees the investment policy.
Investment Objectives
The investment pool has a long-term horizon with a strategy designed to achieve superior returns while moderating risk.
Investment Strategy
The investment pool is broadly diversified across asset classes and investment styles in order to enhance investment results in various market environments. Each asset class is divided between two investment managers in proportions determined by the Finance Committee.
Investment Policy Statements
Asset Allocation Targets
Investment Consultant
