Donors with a fund balance in excess of one million dollars may recommend that the assets be invested with, or managed by, managers that currently are not part of the Jewish Communal Fund’s investment program.* These recommendations will be considered on a case-by-case basis and subject to particular criteria that include, but are not limited to, the type of investment program and strategy, stability of management, long-term performance, volatility of results, regulatory compliance, reputation, liquidity, fees and expenses, and transparency of transactions.
JCF will refer the request to our investment consultants, CSG, for their review. They, in turn, will report their findings to the JCF Investment Committee. The decision as to whether to approve a particular investment manager is within the sole and absolute discretion of the Investment Committee.
Click here for a list of requirements.
*The Investment Committee has approved several bond managers, stock managers, hedge fund managers, and fund of funds managers. For additional information, please call us at 866-580-4523.