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Each fund established at the Fairfield County Community Foundation reflects a trust in our ability to invest resources wisely. The Foundation also recognizes that donors may require investment strategies that are specially designed to enable the donor to meet his or her philanthropic goals.
Please find management details listed below to give you an overview of our investment options, investment and spending policies, performance, and management team.
The Investment Committee of the Foundation's Board of Directors is responsible for determining the broad allocation of Foundation assets among various asset classes, the design of the investment structure for each asset class, the retention of investment managers and other professionals, and the monitoring of investment results.
Currently, the Foundation's investment pool is invested with Neuberger Berman, TIFF International (The Investment Fund for Foundations), Harris Alternatives and, more recently, with Silchester International Investors, Julius Baer Investment Management and Colchester Global Investors. On a long-term basis, each of these managers has outperformed their benchmarks.
When your client establishes a fund at the Foundation, they may elect from the following investment options:
- Direct the Foundation to invest the fund in the investment pool that reflects the Foundation's investment philosophy established by the Investment Committee;
- Direct that the Foundation invest the fund in one or more of our alternative investment pools (fixed income, growth or money market pools); or
- For funds established with a minimum of $1 million, request that the Foundation use a specific money manager, contingent upon the Foundation's approval of that manager and investment strategy.
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