Performance

The Community Foundation offers two separate investment portfolios for funds.  We offer the regular portfolio and an Environmental, Social and Governance (ESG) portfolio that mirrors the regular portfolio, but excludes investments such as tobacco, carbon based fuel , etc.  Fund creators must request that their fund be invested in the ESG pool.  Otherwise it is added to the Investment Portfolio

Investment Performance Comparative Metrics through December 31, 2016

6 month 1 Year 3 Years 5 years
Endowment Portfolio 2.94 %
ESG Portfolio 5.36%
Blended Benchmark
CPI + 5%