The Community Foundation for Greater New Haven Attn: Donor Services 70 Audubon St. New Haven, CT 06510
The Community Foundation, working in concert with a leading investment consulting firm, manages risk and return on the endowment using a framework that allocates the charitable assets to different types of investment strategies under a long-term asset allocation model.
Ultimately, 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, 2007, The Foundation's annualized rate of return of 10.7% for the past thirteen (13) years has exceeded the annualized absolute benchmark of 9.9% by 90 basis points.
In addition to benchmarking the endowment’s performance against market-driven indices, The Foundation also compares its results against community foundations nationally through a quarterly survey issued by The Council on Foundations. Since inception of the industry survey seven years ago, The Foundation has consistently ranked among the top of its peer group.
