The Arizona Community Foundation takes great pride in providing clear, transparent information about our investment management and performance, our financial position, and our administrative fees.
The Arizona Community Foundation's Investment Objective is to develop, implement and monitor prudent investment management of the Foundation’s capital market assets in order to secure, over time, acceptable inflation and risk adjusted total rates of return for both the total fund and the individual asset classes authorized for investment.
These returns must be consistent and competitive in order to fund the Foundation’s annual grantmaking and operating expenses, to preserve the asset base, and to enhance the asset base through capital appreciation.
Guiding Principles for Endowed Funds
Endowed funds held in the Long Term Pool are, by definition, perpetual funds. The Foundation can afford to take a very long-term view in setting the investment policy. Consquently, the Long Term Pool accepts market volatility. This supports its objective for investing in equity and fixed income markets and diversifying strategies that are designed to achieve 10-year expected rates of return that exceed inflation and ACF's spending policy rate.