|
INVESTMENT OPTIONS
Silicon Valley Community Foundation offers an exceptional selection of
investment pools. We have access to world-class investment managers and alternative investment
strategies only available to large institutional investors. Each of our investment pools are
carefully constructed and diversified across global investment opportunities to maximize return
and minimize volatility.
Investment pools are designed to meet a range of philanthropic goals and
time horizons. The community foundation will maintain each fund's investment allocation through
regular monthly rebalancing.
A small portion of each pool may be held in cash at all times to provide
liquidity for grant distributions. Investment expenses are in addition to an administrative support
fee. The investment return and principal value will fluctuate such that investments, when redeemed
for grantmaking, may be worth more or less than their original cost.
Fund advisors may:
- Allocate to one or more investment pools; one or two pools is normally
sufficient.
- Change the investment allocation once per year; or under extenuating
circumstances such as a significant change in charitable goals or fund balance.
Investments are monitored regularly by the community foundation’s
experienced investment committee (pdf),
investment consultant and staff.
For more details, please read our
investment options information sheet (pdf).
Contact us if you would
like to learn more or call 650.450.5444.
| Investment Pool |
Grantmaking Time Horizon |
Description |
| Long-Term Growth |
7 years or more |
Diversified portfolio of global stocks and bonds
50% equity, 25% alternatives and 25% fixed income |
| Social Impact |
7 years or more |
Diversified portfolio of global stocks and bonds from companies with strong financial and social records
70% equity and 30% fixed income
|
| Balanced |
3 to 7 years |
Balanced portfolio of global stocks and bonds
50% fixed income, 40% equity and 10% alternatives
|
| Short-Term |
1 to 3 years |
Portfolio of short and intermediate-term bonds
60% short-term, 30% intermediate and 10% global
|
| Capital Preservation |
1 year or less |
Portfolio of short-term, high quality securities
100% money market securities |
Silicon Valley Community Foundation is not engaged in rendering legal,
financial or tax advice. Please see the community foundation's materials on investment options,
fees and minimums, and terms and conditions for more information. This is a service to provide
general information. Please consult your financial or legal advisor.
|
