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Investment Information

Gifts given to the Kalamazoo Community Foundation become part of a permanent endowment, which means they will benefit our community forever. We invest the gifts we receive so they grow and maximize the resources available to us to address community needs.

Investment Objectives for Endowed Funds

For endowed funds, our investment goals are to preserve the original value of gifts in terms of inflation, and grow our assets as much as market conditions allow so we can address community needs now and in the future. The Community Foundation employs a moderate growth strategy in which 70 percent are invested in equities, 25 percent in fixed income vehicles, and five percent in real estate funds. We use an investment model based on a consistent culture, structure, discipline and asset allocation. It has produced excellent results in both up and down markets over extended time frames.

Quarterly Investment Performance

The chart below illustrates the Kalamazoo Community Foundation’s quarterly investment performance for the third quarter of 2014.

Core Assets Quarter 3
YTD 1 Year 3 Years 5 Years
Moderate Growth Performance
Actual -2.2% 3.9% 11.0% 15.8% 11.5%
Benchmark -2.5% 3.3% 9.6% 14.5% 10.5%
Income and Growth Performance
Actual 0.8% 6.5% 12.5% 12.8% 10.4%
Benchmark 0.7% 6.2% 12.3% 12.6% 10.1%