The Foundation’s active portfolio managers are expected to over the long term to exceed the index of the respective asset class they specialize in. The Standard Funds are evaluated by a blend of the indices in proportion to the target portfolio Click here to read summaries of all current investment managers.

Preference Funds Structure

Standard Funds Structure

The Standard Funds are comprised of Preference Fund blends to accomplish specific investment objectives based on an organization’s risk preference and time horizon. Each of the Standard Funds is re-balanced monthly to match investment portfolio asset class targets. They are highly diversified to maximize return and minimize risk.

Preference and Standard Fund Investment Managers Fee Schedule