How was the current menu of investment options chosen?
JCF’s Investment Committee retained the advisory services of the Consulting Services Group, LLC (CSG). CSG performed an investment manager analysis in order to create a recommended list of investment options for JCF. This was accomplished by analyzing asset classes, various performance and consistency measures, and reviewing that data versus representative benchmarks and peer groups. Other criteria included the review of fees, manager tenure, and corporate governance.
How often do the investment options change?
CSG and the JCF Investment Committee will continue to monitor and review the managers on a regular basis. This review will include the performance of the funds over a long-term business cycle. It is not expected that managers will change frequently.
What should I consider when making my investment choices?
Donors should primarily consider their grant making horizon and risk tolerance when making investment decisions.
Download full list of investment FAQs.