Investment Management

The Catholic Community Foundation partners with Colonial Consulting and 16 individual investment managers in its investment strategizing. All of its investments are monitored continuously to ensure the highest possible rates of return on your philanthropy.

Donors are offered three separate pools of investment options to choose from.

All investments are screened to ensure compliance with the United States Conference of Catholic Bishops investment guidelines. This is a unique benefit to investing with the Catholic Community Foundation and ensures that your funds will never be invested in organizations or causes that are antithetical to our Catholic values.

Long-Term Growth Fund
The primary emphasis is on long-term growth to enhance the real purchasing power of the portfolio’s assets over a full market cycle. Volatility and other risks are considered over the long term, but the Portfolio may be relatively volatile over short time periods (i.e. less than 5 years). The pool is invested in a diversified portfolio of stocks, bonds, and alternatives (59% Equity, 16% Fixed Income, 25% Alternatives). This pool is the ideal place for Endowed Funds or Funds with a grantmaking time horizon of 7 years or more. It is designed to protect and enhance the real purchasing power of an endowment with a spending rate of 5% a year.
Balanced Fund
There is an equal emphasis on long-term growth to enhance the real purchasing power of the portfolio’s assets and on minimizing volatility and other risks. The pool is invested in a diversified mix of stocks, bonds, alternatives, and cash (47% Equity, 34% Fixed Income, 15% Alternatives, 4% Cash). This pool is the ideal place for conservative Funds, endowments with a spending rate equal to or less than 4%, or funds with a grantmaking time horizon of 3-7 years.
Money Market Fund
The emphasis is on asset preservation and liquidity. The pool is invested primarily in Cash & Equivalents with a small portion in a diversified portfolio of bonds (80% Cash & Cash Equivalents, 20% Fixed Income). This pool is the ideal place for funds with a grantmaking time horizon of 2 years or less.