Investment Results Information
Investment Strategy for Endowed Funds
The investment strategy of the Community Foundation of Central Illinois Endowment is to emphasize total return; that is, the aggregate return from capital appreciation and dividend and interest income.
The primary objective for the investment management for Endowment assets shall be:
Long-Term Growth of Capital – To emphasize long-term growth of principal while avoiding risk. Short-term volatility will be tolerated to the extent that it is consistent with the volatility of a comparable market index.
Asset Allocation Strategy
The asset allocation strategy for the Community Foundation of Central Illinois is as follows:
Fixed Income Investments - 40%
Equity Investments - 60%
The management of the asset allocation is targeted as follows:
Target Allocation |
|
| Domestic Large Cap Equities | 40.0% |
|
Growth Style |
20.0% |
|
Value Style |
20.0% |
| Domestic Small/Mid Cap Equities | 10.0% |
| International Equities | 10.0% |
Total |
60.0% |
| Fixed Income | 40.0% |
|
Cash & Equivalents |
2.0% |
Total |
40.0% |
The Community Foundation of Central Illinois is confirmed in
compliance with National Standards for U.S. Community Foundations
Quick Links
CFCI Calendar
-
Wed 15 SepCFCI FALL 2010 Grant Deadline
-
Mon 27 SepWomen's Fund Board Meeting
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Mon 25 OctWomen's Fund Board Meeting
Press Releases
- CFCI Distributes 5.1 Million in Charitable Support During 2009-2010 Fiscal Year
- CFCI Currently Accepting Grant Proposals
- Women's Fund First Tuesday March Event
- CFCI Spring 2010 Grant Proposal Deadline March 15, 2010
- The Community Foundation of Central Illinois Encourages Donor Contributions for Earthquake Relief Efforts in Haiti