Investment Pools & Returns Investment Pools & Returns

Investment philosophy & Performance

Your clients are able to select the investment pool in which the funds they give us are invested. They can recommend that we invest their funds in any of these pools, or any combination of the pools. We will work with you and your clients to make sure they are happy that their investment recommendations are providing them the return that they expect.

Click here for the most recent quarterly investment returns.

Investment pools

The Community Foundation of Greater Memphis offers nine investment pools (below). Each pool is professionally managed with oversight provided by the Foundation's Investment Committee and investment consultant Gerber/Taylor Associates, Inc. To view all our investment options at a glance, click here for a downloadable PDF. 

CASH EQUIVALENT

CashEquivalent

Pool designed to preserve capital through investments in high-grade U.S. government, U.S. government agency, and U.S corporate bonds with short maturities (one year or less) as well as money market instruments. It is managed by Highland Capital Management Corp.

FIXED INCOME-ACTIVE

FixedIncome

Pool designed to generate returns through a diversified mix of U.S. government, U.S. government agency, and U.S investment grade corporate bonds with short and intermediate maturities. The fund is managed by Metropolitan West Asset Management through the Metropolitan West Total Return Bond Fund (MWTIX), Pacific Investment Management Company through the PIMCO Short Term Fund (PTSHX), and the Vanguard Total Bond Market Index Fund (VBTIX).

FIXED INCOME-INDEXED

FixedIncome

Pool designed to closely track the returns of the U.S. investment grade fixed income market.

BALANCED - ACTIVE

19CFGM0173 Investment Pool Pie Charts BalancedActive

Pool designed to generate returns through an actively managed, globally diversified mix of asset classes and investment strategies. The pool invests in U.S. equity, international equity, emerging market equity, and U.S. fixed income, as well as alter native strategies which include hedged strategies, private equity, and real assets. Managers are listed here.

BALANCED - INDEXED

BalancedIndexed

Pool designed to closely track the returns of a balanced mix of global equities and U.S. investment grade fixed income. The approximate allocation of this pool currently is 40 percent Vanguard Total Bond Market Index Fund (VBTLX), 32 percent Vanguard Total Stock Market Index Fund (VTSAX), and 28 percent Vanguard Total International Stock Index Fund (VTIAX).

EQUITY - ACTIVE

19CFGM0173 Investment Pool Pie Charts4 EquityActive

Pool designed to generate returns through an actively managed, globally diversified mix of equity and equity-oriented strategies. The pool invests in U.S. equity, international equity, emerging market equity, and hedged equity strategies. Managers are listed here.

LONGLEAF

Longleaf

Actively managed equity pool that seeks to generate returns through the Longleaf Partners, Longleaf Small Cap, and Longleaf International Funds.

U.S. EQUITY-INDEXED

19CFGM0173 Investment Pool Pie Charts3 USEquity

Pool designed to closely track the returns of the U.S. equity market.

INTERNATIONAL EQUITY-INDEXED

19CFGM0173 Investment Pool Pie Charts2 IntEquity Indexed

Pool designed to closely track the returns of the international equity markets.