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Pooled Investment Portfolio, March 31, 2008 (2.20 MB .PDF) |
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Pooled Investment Portfolio, December 31, 2007 (1.53 MB .PDF) |
Financial gifts to the Foundation's Endowment are managed by professional investment firms. Assets are spread among asset classes, risk factors, investment-management organizations, economic sectors and industries. The Endowment may use mutual funds or separate-account management to implement the investment strategies. To achieve the necessary investment returns, the Endowment assumes appropriate levels of risk associated with capital markets. Total fund risk is measured and evaluated using sophisticated techniques and measurement systems to avoid unnecessary risks.
Total Equity 65%
Total Alternatives 20%
Total Fixed Income 15%
For more detailed asset allocation information please click on the following link
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The average rate of return over the last 10 years for the Greater Des Moines Community Foundation Endowment is 10%. This chart details our historical investment returns since 1997: | |
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Statement of Investment Objectives & Policies (49KB .PDF) |
Oversight of Endowment assets is the responsibility of the Foundation's Investment Committee. Some of the Committee's specific accountabilities include setting and monitoring Endowment performance goals; developing and assessing the asset allocation strategy; evaluating, selecting and monitoring individual investment managers; and, recommending the Endowment spending policy to the Board.
- Roger Brooks, Investment Chair
- Johnny Danos
- Charlie Edwards
- Mike Finnegan*, Principal Financial Group
- Mary Gottschalk*, MCG Strategic Services
- Brian Hart*, Hart Financial LLC
- Paul Hayes*, JSC Properties
- James Hubbell, Jr.**
- Don Lamberti**
- Maddie Levitt
- Dave Lundquist, Lundquist, Schiltz
- Mark Oman
- Ed Power
- Fred Weitz
- Milton P. Wilkins, Jr.*, Hammond Associates, Inc. Investment Consultant
- Karla Jones-Weber, Staff Professional
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