Investments & Financials

The measure of The Foundation’s overall investment performance is whether the long-term return is sufficient to both protect its assets against inflation and to produce a consistent stream of charitable revenue to the communities it serves. As of the fiscal year ended December 31, 2009, The Foundation's annualized rate of return of 8.2% for the past fifteen (15) years has exceeded both the annualized absolute and relative market-based benchmarks of 8.0% and 8.1% respectively.

Investment Performance

The communities' charitable assets are held either by The Foundation's corporation known as the The Community Foundation for Greater New Haven, Inc. (The Corporation) or in trust by one of four trustee banks: Wachovia Bank, Bank of America, NewAlliance Bank, and People's United Bank. Donors determine whether a trustee or the Corporation will manage.

Each document below shows a snapshot of the relative investment performance of The Corporation, including those endowments managed for the Valley Community Foundation, and its two largest trustee banks, and includes each entity's market-driven investment performance benchmark as reported by Colonial Consulting, LLC.

  Monthly Investment Performance - January 2010

  Investment performance 4th Quarter 2009

  Investment performance & asset allocation 3rd Quarter 2009

 Investment snapshot 2nd Quarter 2009

 Investment performance 2nd Quarter 2009 

 Investment performance 1st Quarter 2009

Investment and Spending Strategies
Financials
Performance in Relation to Peers
Administrative Fee Policy