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.
The Foundation’s assets are diversified across asset classes in order to enhance investment results in a variety of markets during both positive and negative market periods. The pie chart below illustrates this diversification using the Foundation’s recently adopted long-term investment strategy.
The key to the Foundations’s investment performance has been professional money management under the supervision of the Foundation’s Finance Committee. For the three years ending March 31, 2007, the Foundation has achieved a return, net of fees, of 9.8%, exceeding its portfolio benchmark of 7.3%. The five year return was 8.2% compared to a benchmark of 5.6%.
For more information, contact Mary Zwecker, Director of Finance and Administration, at 203.834.9393. |
