Investment Strategy

 

CCF's investment policies are overseen by an Investment Committee comprised of active and retired investment managers as well as others knowledgeable in the investment field.  The committee, with assistance from an independent consulting firm, sets the allocation strategies, selects investment managers and monitors the performance of the managers on a quarterly basis against benchmarks.

Donors to CCF may select from the following investment options for their funds:

  • Balanced Endowment Option – available to permanent and non permanent funds. This pool offers a broadly-diversified portfolio of publicly-traded mutual funds providing full disclosure and liquidity.  The focus is on index funds which mirror the market at low cost.

    Further information on the balanced endowment fund's individual mutual funds and their returns is available from the CCF office by contacting CEO, Ingrid Manning at 203-753-1315.
     
  • Money Market Option – available to nonpermanent funds. This pool offers a money market fund for those donors who wish to ensure preservation of capital prior to distribution of grants from their fund.
     
  • Individually Managed Option – available for funds of $1 million or more. Donors may recommend a particular investment advisor or develop their own portfolio from selected Vanguard Funds.

    For more information on this option, please contact CEO, Ingrid Manning at 203-753-1315.