How are the Jewish Community Foundations funds managed and invested?
The Foundation’s funds are invested in a well diversified portfolio of stocks and bonds designed to support the long-term financial goals of the Foundation. Within the stock segment, the portfolio is diversified by investment style (value/growth), market capitalization (large/mid/small), and geography (domestic/international). The portfolio also maintains a significant weighting in high quality, intermediate term bonds. Each of these allocations is invested by a professional money manager that specializes in a particular area of the capital markets. The portfolio is overseen by the Investment Committee of the Board of Directors with assistance from an investment consultant. The Investment Committee, in conjunction with its consultant, determines a long-term asset allocation strategy, selects money managers, and monitors the progress of the portfolio on a regular basis.
