Investment Pool Options


Endowed Funds:

Endowment Pool

The Endowment Pool is designed to be long-term in nature and capital appreciation is the primary goal. The portfolio makes investments in both traditional and alternative asset classes. This Pool is for permanent endowments, where the time horizon is in perpetuity.

ESG Pool

The ESG Pool is designed as a long-term investment with expected returns similar to the Endowment Pool. In addition to traditional financial analysis, investment managers consider Environmental, Social and Governance factors in an effort to reduce risk, enhance enterprise value and benefit society.  This portfolio invests in global publicly-traded securities.

 


Quasi-Endowed Funds:

Moderate Pool

At approximately 50% equities, the Moderate Pool is designed to have a lower return and lower risk profile than the Endowment Pool. This portfolio holds similar investments to the Endowment Pool, except that its investments in alternative classes are all publicly traded. For individuals, this Pool is recommended for quasi-endowed funds. For nonprofits, this pool is recommended for reserve funds where the time horizon for use is 5 to 10 years.

Conservative Pool

At approximately 70% fixed income, preservation of capital is more important than maximizing returns for the Conservative Pool. This portfolio has the most conservative asset allocation. Charitable Remainder Trusts and Charitable Gift Annuities are invested in this Pool. For nonprofits, this Pool is recommended for reserve funds where the time horizon for use is 3 to 5 years.