Investment Performance

The responsibility for managing the Community Foundation's investment program is vested in our Board of Directors through the Investment Committee. This committee works closely with staff and the Community Foundation's investment advisors to set policy, establish performance benchmarks and monitor performance. The percentages in the mix options may change from time to time upon Investment Committee review.

For recent investment performance reports, click to download the following PDFs. The investment performance summary is updated monthly, and the investment performance supplemental report is updated quarterly.

Investment Performance Summary - February 2020

Investment Performance Supplemental Report - 4th Quarter 2019