The Foundation works continually to ensure that all assets are invested with established portfolio targets and goals in mind.
We and our investment advisor, NEPC, review market activity in the Foundation’s investment accounts on a daily basis, as well as more detailed reviews on a monthly, quarterly and annual basis.
Financial reports are also prepared every month, quarter and at the end of the year. Those reports are available below.
The Foundation’s investment committee meets monthly to review the long and short-term investment results for each of the Foundation’s external fund managers and all investment funds offered to account holders. We also provide monthly reports (prepared by NEPC) to ministries and investors detailing portfolio performance, compared to market benchmarks, for each of our funds.
NEPC also prepares reports each quarter analyzing the Foundation’s investment portfolio. A preliminary report summarizes market performance and portfolio returns and holdings and is available shortly after quarter-end. Several weeks later, an updated, final report will replace the preliminary report. The final report includes a more detailed analysis of the each fund, including top 10 holdings, holdings by sector, and measures like duration, average market cap and price-to-earnings ratio.
The Foundation staff also meets annually with each of our external fund managers to review fund performance and adherence to investment guidelines. Each year we publish an Annual Performance Summary. The Foundation Board of Trustees also reviews our Investment Policy Statement annually, modifying it as needed.
We offer several pre-set fund options, with asset allocations that range from conservative to aggressive. Our options allow ministries to tailor their investment account program to meet their risk tolerance and their investment objectives.
If you’re ready to get started and create a ministry fund, whether that's setting up an investment account, creating an endowment or setting up a separate foundation, we're here to help. Click below to set up a call with a member of our investment services team.
We bring the same resources and expertise as most commercial investment firms. Using NEPC as our investment advisor and 15 industry-leading fund managers, the Foundation stewards close to $1 billion in investments entrusted to us by nearly 500 LCMS ministries.
In today’s busy world with volatile markets, we appreciate the expertise and cost efficiency of the Foundation to manage the congregation’s investments. Partnering with the LCMS Foundation provides for not only the ministries of Immanuel, but for the ministries of the church at large.
Chairman, Immanuel Endowment Fund Committee
Hankinson, North Dakota
Our school was blessed with our first gift from a donor who wanted to start an endowed scholarship fund. The LCMS Foundation helped guide us through the process of creating an investment fund that reflected the donor’s wishes and provided an opportunity for future financial growth for our school. We were thankful to work with a trusted partner who understood the importance of incorporating our mission and vision in our financial planning.
Director of Mission Advancement, Christ Community Lutheran School
St. Louis, Missouri
Our partnership with the LCMS Foundation has been a tremendous blessing. In just a few years, we’ve identified more than $20 million in gifts planned for St. Peter and other Lutheran ministries.
Rev. Micah Greiner
Lead Pastor, St. Peter Lutheran Church
Arlington Heights, Illinois
Working with the LCMS Foundation has not only been stress-free but immensely beneficial for our congregation. We are thankful to have a partner in our investing that cares deeply about the proclamation of the Word of God, the administration of Christ’s sacraments, and the congregations of the Lutheran Church – Missouri Synod. The endowment we have started is meant to support these important things in Montana now and for future generations.
Rev. Ryan Wendt
Christ the King Evangelical Lutheran Church
How can we help you today? If you are a current account holder or investor with a question, or if you're new to the LCMS Foundation and would like more information, we'd love to hear from you. Please use the "I have a question or comment about" drop-down field below to get your comment to the correct person or department faster.