Investment Management
The Catholic Community Foundation partners with Jordan Park to manage and strategize on investments. We are grateful for the assets entrusted to us by and for the community, and we are committed to designing a strategy that maximizes investment results. Our goal is to grow each fund’s total return to provide a steady stream of income that fuels grants, supporting the mission of each beneficiary organization.
Our Three Main Investment Objectives
1
We focus on long-term investment results in order to provide FOREVER VALUE for the beneficiaries of our funds
2
We pool assets together in order to capitalize on scale, cost, and access to top managers
3
Our investments are screened to ensure compliance with the United States Conference of Catholic Bishops investment guidelines. This is a unique benefit to investing with the Catholic Community Foundation and ensures that your funds will never be invested in organizations or causes that operate counter to our mission.
Investment Summary as of 12/31/2020
View the summary of investments and actual returns for the Long-Term Growth and Balanced Pools.
Our Investment Partner
Jordan Park is the investment manager for the Foundation. Their team of experienced, empathetic and results-oriented managers provides data-driven investment and financial advice for all the Foundation’s funds. Jordan Park’s mission to enhance lives and legacies aligns with the Foundation, working to create FOREVER VALUE for our local Catholic community and to serve community needs.
Previous Investment Briefings
2021 Market Update and Investment Briefing Webinar
The Catholic Community Foundation in partnership with our investment advisor Jordan Park hosted an investment briefing on February 18, 2021.
We presented an update on the current state of the market and long-term investing insights. Topics included:
- Jordan Park’s review of markets and macro-economic conditions in 2020
- Market update and outlook for 2021
- Discussion of the Foundation’s long-term investment strategy
- Why the Foundation is a strong partner for endowment and family funds
- Brief overview of Jordan Park and their mission
Watch the Recorded 2021 Webinar
Download the 2021 Slides
2020 Market Update and Investment Briefing Webinar
On August 18, 2020 the Foundation hosted our Investment Briefing webinar in partnership with our investment advisor, Jordan Park.
Interested in an update on the market in light of the pandemic? Want to know how the recent volatility affects endowments? View the recording of our 2020 webinar.
2018 Investment Briefing
On June 7, 2018, the Foundation held an Investment Briefing for fund holders. Click the button to view the presentation from this event.
Selected photos from the Foundation’s inaugural Investment Briefing on June 7, 2018 at St. Lucy in Campbell.
