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 six 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

A pool designed to preserve capital. The pool invests primarily in high-grade U.S. government and corporate bonds with maturities of less than one year and money market funds. 

FIXED INCOME

FixedIncome

A pool that invests in a diversified mix of bonds including U.S. government, U.S. government agency, and U.S. investment-grade corporate bonds with intermediate maturities. 

BALANCED - ACTIVE

BalancedActive

A pool that seeks 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. 

BALANCED - INDEXED

BalancedIndexed

A pool that is designed to closely track the returns of a mix of global equities and U.S. fixed income. The pool invests in three index funds that track the U.S. equity market, international equity markets, and the U.S. fixed income market, respectively. 

EQUITY - ACTIVE

EquityActive

A pool that seeks to generate returns through an actively managed, globally diversified mix of equities and equity-oriented strategies. The pool invests in U.S. equity, international equity, emerging markets equity, and hedged equity strategies. 

LONGLEAF

Longleaf

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