Investment Pools and Performance

How we invest your gifts

The Arizona Community Foundation takes great care in the stewardship of gifts entrusted to us, managing assets to provide for the long-term charitable needs of our communities while earning a competitive rate of return.

Investment Pool Offerings

ACF offers four internal pools from which donors can choose. 

Long Term Pool

Seeks long-term capital appreciation with the ability to reduce public market volatility and enhance returns through diversifying strategies and private market investments.

Intermediate Pool

Seeks long-term capital appreciation with moderate volatility through a balanced public equity and fixed income portfolio.

Socially Responsible Pool

Seeks long-term capital appreciation through a traditional 60/40 public equity and fixed income portfolio screened for environmental, social, and governance factors.

Short Term Pool

Seeks capital preservation in exchange for minimal growth.

For more information about our investment pools including asset allocation and investment expenses, please see our quarterly investment pool summary.

Investment pool performance

The primary goal of ACF’s Investment Pools is to achieve long-term (10+ years) absolute returns in excess of inflation, investment expenses, and spending. Additionally, ACF expects to achieve Pool returns equal to or greater than the returns of each Pool’s respective policy benchmark over rolling 5 and 10-year periods. ACF’s Investment Policy Statement speaks to these objectives, along with our investment beliefs, governance and other relevant information.

The chart below illustrates preliminary monthly performance, net of underlying investment manager expenses, for the Arizona Community Foundation investment pools, as of September 30, 2018.

Investment Pools Fiscal YTD  (4/1/18 through 9/30/18) Calendar YTD 1
Year
3
Year
5
Year *
10
Year *
Since Inception
LONG TERM POOL Established
Jan. 1991
Actual 2.7% 1.8% 4.9% 8.5% 6.4% 7.0% 7.6%
Strategic Policy Benchmark 4.0% 3.0% 7.3% 9.9% 6.9% 7.1% 8.0%
Public Markets Benchmark 3.3% 2.2% 6.5% 9.7% 6.8% 7.1% 7.4%
INTERMEDIATE POOL Established
Jan. 2005
Actual 2.5% 1.6% 4.5% 7.9% 6.3% 7.1% 6.2%
Strategic Policy Benchmark 2.4% 1.2% 4.3% 7.5% 6.3% 7.0% 6.0%
SOCIALLY RESPONSIBLE POOL Established
Sept. 2011
Actual 7.1% 6.2% 10.8% 11.1% 9.5% N/A 10.9%
Strategic Policy Benchmark 6.7% 5.6% 10.0% 10.8% 9.2% 8.9% 10.9%
SHORT TERM POOL Established
Dec. 2005
Actual 0.9% 1.2% 1.4% 0.7% 0.4% 0.3% 1.2%
Strategic Policy Benchmark 0.9% 1.3% 1.6% 0.8% 0.5% 0.3% 1.3%

* Primary relative performance evaluation time periods per ACF's approved Investment Policy Statement (IPS)

 

Reports

Back to Top