How we manage our investments
We are prudent long-term investors and maintain a broad diversification across multiple asset classes.
How we manage our investments:
- The management of our investments is overseen by an Investment Committee consisting of dedicated volunteers with extensive experience in investments and finance. Learn more
- Our corporate portfolio investments are managed by Cerity Partners in an outsourced chief investment model.
- Our investments held in trust form are managed by the trustee, Bank of America, N.A.
Investment performance
The investment performance of our Corporate Portfolio is as follows, for the period ending December 31, 2024.
*These annualized investment returns are net of investment management fees.
Financial reports
The Foundation’s Form 990 and past financial statements are available for public review.
