The Foundation’s investment portfolio is managed by Graystone Consulting, under the guidance of the Foundation Investment Committee. This relationship has allowed us to offer seven investment models for our constituents to choose from. Graystone provides monthly investment return information on the models as a whole and fact cards for the individual models and the sub-funds that make up each model.
Following the Board’s approval of a revised Investment Policy Statement, the Investment Committee is in the process of implementing a series of changes to DJCF/SWCF’s investment options. Highlights include:
- Reducing liquid alternative exposure throughout the managed pools, renaming the remaining exposure “Real Assets” to more closely reflect the composition of the fund.
- Restructuring the pools to be comprised of sub-funds based on asset classes. The same managed pools are available for investment, and donor-advised or custodial fund holders with assets in excess of $1mm now have the option to select individual asset class funds to build a custom allocation.
Our investments page will be updated in the near future to better explain our investment options, and the same detailed investment reports will continue to remain available for review.
If you’d like to revisit your funds’ investment allocation, please contact Jerry Blair at
[email protected].