FFTC’s Investment Committee believes the most important investment decision is the asset allocation decision. Our approach to asset allocation is based on developing the appropriate mix of investments that address a portfolio's long-term growth while maintaining an acceptable level of risk and protection against inflation.

Our offerings are strengthened by the expertise of our Investment Committee, appointed by FFTC’s Board of Directors and comprised of veteran investors and experienced business leaders. The Investment Committee determines asset allocation, selects professional money managers and monitors performance with the goal of achieving a return commensurate with the risk of the particular investment strategy.

Current Investment Committee
 

FFTC retains an Investment Consultant, currently Mercer LLC, specializing in institutional funds management to help guide the Investment Committee. The Investment Consultant provides quarterly reports on the investment performance of the different strategies and the individual money managers. The consultant also provides support and recommendations concerning capital market conditions, asset allocation and portfolio risk. Mercer is a fiduciary with respect to its investment advisory relationship with FFTC.

In addition to the Investment Consultant, FFTC’s internal staff includes investment professionals who further assist the committee in monitoring all aspects of FFTC’s investment portfolios.

The Liquid Reserves Pool is invested in the BlackRock TempFund, one of BlackRock’s Liquidity Funds. The fund seeks as high a level of current income as is consistent with liquidity and stability of principal. TempFund invests in a broad range of U.S. dollar denominated money market instruments.

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The Low Duration Fixed Income Pool preserves capital while generating income. Investments are allocated across four fixed income managers – Sterling Capital Short Duration (40%), Doubleline Low Duration (35%), BlackRock Low Duration (15%) and Brown Brothers Harriman Limited Duration (10%). These managers invest across a variety of fixed income instruments with maturities generally less than five years – approximately three years on average.

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The Income & Growth Pool is designed to yield consistent income and dividends while also achieving moderate capital appreciation. The portfolio is allocated 60% fixed income and 40% equity. The equity allocation includes domestic, international developed and emerging market large and small cap equity securities. The fixed income allocation includes short and medium term fixed income securities with an aggregate maturity of six years.

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Formerly known as "Moderate Growth." Name change effective June 1, 2018.

The Active Long-Term Growth Pool seeks long-term capital appreciation without exposure to hedge funds or private equity. It is invested in broad domestic and international large and small cap stocks in developed and emerging markets. 

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Formerly known as "Passive Diversified Growth." Name change effective June 1, 2018.

The Passive Long-Term Growth Pool offers a well-diversified investment option using low-cost ETFs. It is invested across a variety of Vanguard Exchange Traded Funds. 

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The Diversified Long-Term Growth Pool is the model endowment portfolio recommended by FFTC's Investment Committee for donors with long-term investment horizons. This portfolio is broadly diversified, offering domestic and international market exposure while investing in large cap and small cap securities in developed countries and emerging markets. The allocation includes alternative investments, hedge funds and private equity investments to improve the overall risk/return profile of the portfolio.

Due to the illiquid nature of some of the alternative investments, there are liquidity restrictions that will apply on these funds which may affect timing of grant requests. Restrictions on withdrawals apply depending upon the fund balance as follows: less than $1M - available within 90 days; $1M-$5M - 80% available within 90 days, remainder within one year; and greater than $5M - please contact your relationship manager.

This pool is closed as of June 30, 2018

This pool is closed as of June 30, 2018.

Allows donors who maintain a minimum fund balance of $250,000 or more to recommend a strategic alliance with a qualified investment institution. The FFTC Investment Committee must review and approve all investment alliance managers.

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Current FFTC Approved Investment Alliance Managers