Investment Committee

Finding the right approach regarding passive and active investments within the Foundation portfolio was a key area of discussion following the Investment Committee’s four hours of meetings last week with investment advisor firms.   Passively managed mutual funds or exchange traded funds are those that are designed to capture low cost while replicating the returns of an index or benchmark (like the S&P 500, for example).  Active funds are those that try to beat the benchmark or index to which they are compared.  The Investment Committee’s recommendations are projected to lead to demonstrable long term savings.

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