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We invest to maximize impact

Investing your charitable dollars is an important part of our work. We offer investment strategies to match your giving goals and provide clear, transparent information about our financial position. We realize that every donor’s situation is unique. We offer four investment pools to suit a variety of donor goals, or you may choose to retain your current investment manager. Some limitations apply.

 

Investment Pools

  • This investment pool is a well-diversified portfolio which may invest in global equities, global fixed income, and alternative investments, including private equity, private real estate, real assets, and hedged strategies. The pool is also invested in a select mix of both active and passive investment managers designed to maximize long-term, after-all-cost performance for each asset class. Because of the likely illiquidity of some underlying investments, this pool is best suited for those funds which are permanently endowed or similarly restricted in their liquidity requirements, have an investment time horizon of 10 years or greater, and seek higher long-term returns as compared to a more moderately-balanced, passive investment portfolio.

    Download 2020 Q1 long-term active investment documents >

  • Similar to the actively managed Long-Term Endowment Pool, this investment pool is a well-diversified portfolio which may invest in global equities and global fixed income. In contrast to the actively managed pool, this pool will not invest in alternative investments (private equity, private real estate, real assets, or hedged strategies) and therefore will maintain a higher degree of liquidity. Further, this pool will invest exclusively in lower cost, passive and passive-like investment managers across the various equity and fixed income asset classes. This pool is best suited for those funds which are permanently endowed, have an investment time horizon in excess of 10 years, and seek simplicity along with higher long-term returns compared to a more moderately balanced investment portfolio.

    Download 2020 Q1 long-term passive investment documents >

  • This investment pool is a well-diversified portfolio which will invest in a moderate allocation of global equities and fixed income. This pool will not invest in alternative investments (private equity, private real estate, real assets, or hedged strategies) and therefore will maintain a higher degree of liquidity for donors. The pool is invested in a select mix of both active and passive investment managers designed to maximize long-term, after-all-cost performance for each asset class. This pool is best suited for donors and funds that desire a more moderate balance between global equities and fixed income, seek simplicity with potential for market outperformance, and desire more moderate long-term returns with less equity market volatility.

    Download 2020 Q1 mid-term active investment documents >

  • This investment pool is a well-diversified portfolio which will invest similarly to the Long-Term Endowment Passive Pool, but with a more moderate allocation to global equities relative to global fixed income. This pool will not invest in alternative investments (private equity, private real estate, real assets, or hedged strategies) and therefore will maintain a higher degree of liquidity for donors. This pool will also invest exclusively in lower cost, passive and passive-like investment managers across the various equity and fixed income asset classes. This pool is best suited for donors and funds that desire a more moderate balance between global equities and fixed income, seek simplicity along with more moderate long-term returns, and are less comfortable with short-term equity market volatility.

    Download 2020 Q1 mid-term passive investment documents >

  • The investments made through FundATX are high-impact projects intended to create a positive social outcome along with a financial return. The investments take the form of loans to nonprofit organizations or community development institutions.

    Download 2019 Impact Snapshot >

Review a comparison of investment options

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Investment oversight

Our investment committee is comprised of seasoned investment and business professionals. With the aid of our investment counsel, DiMeo Schneider & Associates, the committee formulates overall investment policy, determines strategic asset allocation and choice of asset classes, hires money managers and monitors and evaluates investment performance.

Please review our investment policy for more information about the Foundation’s portfolio, oversight and more.

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Meet our investment committee

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Our latest investment performance

Twice a year we host a webinar led by our investment counsel, DiMeo Schneider & Associates, to review performance, market changes and the long-term investment strategy.