Investment Pools & Returns
Investment Pools & Returns
Investment philosophy & performance
As a donor, you are able to select the investment pool in which the funds you give us are invested. You can recommend that we invest your funds in any of these pools, or any combination of the pools. We will work with you to make sure you are happy that your investment recommendations are providing you the return that you 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
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
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
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
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
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
An actively managed equity pool that seeks to generate returns through the Longleaf Partners, Longleaf Small Cap, and Longleaf International Funds.