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Investment Strategy
The Community Foundations of the Hudson Valley is committed to prudent investment management strategies and fiscal policies that it believes will lead to long-term fund growth.
Our investment goal is to maximize total return of our portfolio through a diversified investment strategy utilizing both income and equity investments. We believe this approach provides the fewest constraints on our investment decisions and, therefore, puts us in a better position to invest for superior investment performance. The Investment Committee meets regularly to review investment policies and strategies and to evaluate the performance of investments.
While an individual fund’s identity is maintained at all times, a donor's fund typically is combined for investment purposes into a single investment pool. As a share participant in our combined pool, each fund shares in the investment results from the pool’s investments. The pool’s portfolio is diversified in order to reduce overall risk. This pooling typically results in better investment performance, particularly for small funds, and also lowers investment expense.
The Foundation also offers a Socially Responsible Investment Pool, a premium money market fund and certificates of deposit.
A copy of our current investment portfolio is available to fund holders upon request.
Please click here to download a copy of our Investment Policy.
*Russell 3000, 49%; MSCI EAFE, 21%; Barclay's Capital, 30%
This report is presented for informational purposes only. It should not be construed as a guarantee of future returns for any fund.
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