431 East Fayette Street     Suite 100     Syracuse, NY 13202     Tel: 315.422.9538
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Investment Strategy

The Community Foundation recognizes stewardship of the assets entrusted to us as one of our most important responsibilities. Donor’s trust in us is based on our ability to invest these resources prudently and to use the income produced in accordance with donor’s charitable wishes, today and in the future.

The responsibility for managing the Community Foundation’s investment portfolio is vested in the Board of Directors through its Finance Committee. This committee works closely with the Community Foundation’s investment consultant and staff to set policy, establish performance benchmarks and continually monitor the effectiveness and diversification of the Community Foundation’s portfolio.

The Committee maintains a disciplined process, regardless of market fluctuations, to ensure the viability of the Community Foundation and the funds under its care. This approach has proven to be sound over time.

Investment Performance

Average Annual Rate of Return in Invested Assets
(Period Ending 6/30/2017)

  One Year Three Years Five Years 10 Years 15 Years
Total Fund 15.8% 3.9% 7.6% 4.6% 6.5%
Benchmark 13.6% 4.2% 7.5% 4.0% 6.2%