Finance & Administration

Investment

Our investing goal is to invest for growth, over the long-term, and achieve a rate of return that allows us to meet or exceed our spending rate. We recognize the long-term return benefits of an equity-oriented asset allocation accompanies the tradeoff of increased levels of short-term portfolio volatility. We are an endowment organization. Therefore, our investment timeline is forever. We aim to preserve the principal gifts made to our endowments, grow those gifts over time and maintain a prudent, conservative, spend rate.

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