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Designing a Portfolio to Reach Your Goals

Helping a Foundation Build Custom Investment Pools with Three Distinct Groups of Assets  

We were hired to manage a large community foundation’s portfolio. The former consultant employed an elementary approach of portfolio management with only traditional asset classes and a single asset allocation for a variety of objectives.   

Innovest met with the committee and determined there were three very distinct groups of assets. We recommended that these three different objectives should have three different asset allocations:  Short-Term Partner Funds, Long-Term Partner Funds, and Long-Term Foundation assets.

This new way of viewing assets enabled the foundation to more closely relate to the underlying partner objectives to the investment pool and match the risk and return profile.