If I have established an endowed (permanent) fund, how is it invested in the market?
Our Board level Investment Committee establishes and oversees the strategy for the investment of the Community Foundation’s pooled endowment. The pooled endowment assets are invested in a diversified asset allocation model with passive investment strategies. Along with appropriate monitoring and disciplined rebalancing, the assets reflect a balanced allocation to US domestic and international equities, fixed income, and alternative funds. No investment management fee is charged against the pooled endowment. Click here for more information about our investment program, including the most current report describing the allocation and performance of the pooled endowment.