Frequently Asked Question
How is the endowment portfolio managed?
Our Board of Directors and Investment Committee, with advice from our Director of Investments and professional investment partners, make decisions about our investment portfolio and how to allocate the funds based on our investment policy. Decisions on the inclusion of investments and investment managers are made within the framework of our Investment Policy, and with a level of risk that is managed by diversifying the portfolio’s holdings amongst asset classes, industry sectors, geographic regions and investment managers with non-correlated management styles. Investments are monitored on an ongoing basis, allocations are regularly rebalanced and the committee reviews the Investment Policy annually to ensure it continues to reflect the Foundation’s requirements in the context of the endowment objectives.