Our Investment Strategies

We are committed to stewarding the funds entrusted to us by our donors to get as many dollars out to the causes, nonprofits and communties they care about. 

Our Approach

Our Investment Committee consists of board members and volunteers with extensive institutional investment experience and varied perspectives.  With oversight by our Board, they are responsible for developing and implementing our investment policy, recommending investment managers and monitoring our investment performance.

The committee works with our investment managers at Brown Brothers Harriman and Walden Asset Management to preserve and grow our endowment through prudent investment strategies. Our three-pronged asset-allocation approach centers on growth, risk reduction and inflation protection.

  • We aim to reduce exposure to market volatility through diversification within risk-managed asset classes.
  • All of our donors’ funds are pooled together and invested in a well-diversified portfolio, which includes large, midsize and small-cap U.S. equities, international equities, real estate, alternatives and fixed-income securities (bonds).
  • In the interests of social responsibility, our portfolio has a less than 3 percent exposure to tobacco-related investments and fossil fuel companies. 
  • A new investment portfolio (aligned with the focus of the Peter Grayson Letz Fund for Animals & the Environment and the Mary Janvrin & Natalie Janvrin Wiggins Fund for Birds, Other Animals and Nature) provides an additional option for donor funds to be managed with sensitivity to animal welfare and environmental issues, as well as to tobacco-related investments and fossil fuel companies.

Our Recent Financial Results

Recent investment performance has followed general market trends for similarly allocated investment portfolios. Our 5-year annualized rate of return of 7.8%  keeps us in line with our objectives of achieving perpetuity and making annual grant and scholarship awards that keep pace with inflation from the more than 460 funds we oversee.

Community Foundation of Eastern Connecticut
Five Year Pooled Investment Portfolio Performance
YEAR  Actual Performance (net of fees)
(calendar) Main Portfolio SRI Portfolio
2016 5.3% 7.2%
2015 -2.3% -.5%
2014 6.2% 1.3%
2013 16.2%  
2012 14.6%  


 
     
5-yr Annualized Return 7.8%  
Contact

P: 860.442.3572
P: 1.877.442.3572 (toll free)
F: 860.442.0584 (fax)
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Location

68 Federal Street
New London, CT 06320
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