Envestnet | PMC manages three funds for our investment clients that are broadly diversified, optimized for solid returns, and aligned with the church’s values of Impact Investing. The three fund names—Conservative, Moderate, and Aggressive—reflect their relative risk / return profiles. The pie charts below depict the asset allocations of the funds and their target percentages.
Visit “Investment Overview” for more information.
Forms: visit the “Resources” page for forms relevant to account holders.
Fund Performance: visit the “Investment Performance Reports” page for information on the Foundation’s funds at the pooled fund level.
Model Allocation Calculator: download Excel file here
Read the Foundation’s January 2018 announcement about ESG / impact investing.
The Foundation’s Investment Policy Statement guides our Investment Program, giving direction to the Investment Committee of our Board of Directors. The Investment Committee meets at least quarterly with our Investment Consultant, Envestnet | PMC.
Detailed information about investment management by the Foundation is available on request.
Contact us to learn more or to schedule a time to meet with you.