Investment Overview

View the Q2 2020 Investment Overview

INVESTMENT PHILOSOPHY

The Foundation has adopted a Strategic Asset Allocation Strategy that best balances the opportunity for achieving investment return objectives with an acceptable volatility level. The Portfolio will remain invested in percentages that match those called for in the policy.

There is significant evidence that long term investors do not benefit from attempting to earn returns through short term asset class forecasts or market timing. While each asset class and strategy is carefully selected, the focus of the investment process is always on the overall portfolio.

INVESTMENT OVERSIGHT

The Foundation is known for its financial strength and sound investment strategies. Donors can rest assured that their funds are prudently managed by the Foundation’s Investment Committee in consultation with our investment advisor, Colonial Consulting, LLC.

INVESTMENT COMMITTEE

Committee members have extensive expertise in business, investments and other disciplines. The Committee sets investment strategy, hires outside professional managers and monitors investment performance against portfolio benchmarks, and reports to the Foundation's Board of Directors.

  • Margie Campbell, Chair, President, OSE Properties
  • Steve Boutin, Shareholder, Boutin Jones, Inc.
  • Anker Christensen, CFO, River City Bank
  • Bret Hewitt, Community Leader
  • Eric Johnson, Partner, GNT Solutions
  • Jonathan Lederer, CFA, U.S. Bank
  • William Niemi, CEO, Niemi Development Partners, LLC
  • Renee Nunes Taylor, Community Leader
  • Scott Syphax, President, Syphax Strategic

ABOUT OUR INVESTMENT CONSULTANTS

Colonial Consulting, LLC, of New York was retained by the Investment Committee in 2007 to monitor the investment performance of individual managers and to advise the Committee on investment strategy, asset allocation and manager selection. The firm's focus is on advising nonprofit organizations. Colonial currently advises 146 clients, 34 of which are Community Foundations, with assets under management of $39 billion. Regional community foundation clients include Silicon Valley Community Foundation, Marin Community Foundation, and The San Francisco Foundation.