Diversified Investment Strategy

Episcopal Foundation Investment PolicyThe Foundations Investment Policy outlines investment strategy and details the Target Asset Allocation model for the portfolio.
LEARN MORE

Expert Investment Managers

Expert Investment ManagementThe Foundation employs eight professional investment managers, each selected for their expertise in managing a specific asset class. LEARN MORE

Excellent Investment Oversight

Sample icon 3The Foundation’s Investment Committee develops Investment Policy, selects Investment Managers and monitors portfolio performance.   LEARN MORE

Target Asset Allocation

All funds invested with the Foundation are pooled and invested according to a broadly diversified asset allocation model, illustrated in the pie chart below. This diversification provides reasonable asurance that no single security or class of securities will have a disproportionate impact on the total portfolio.

The Foundation emplys investment managers, each selected for their expertise in managing a specific investment asset category. Investment managers are responsible for directing the investment strategy, selecting securities, and timing puchases and sales for their particular portfolio.

alt