INVESTMENTS

Investing for maximum impact

 

We invest the assets entrusted to us according to best practices and rigorous standards, with a goal of long-term growth and sustainability. Our Investment Committee, made up of knowledgeable professionals who volunteer their time, oversees and advises our Board of Trustees on policies for investing the funds and endowments of the Community Foundation. AGW Capital Advisors has been the Foundation’s investment managers since 2010.

 

Investment Performance Overview

Calendar 2019 Previous 3 years Since founding in 1990

+18.25%

+8.52%

+7.14%

How we invest

Funds at the Community Foundation of Tampa Bay have the benefit of being part of a large institutional investment pool, which allows broad diversification and cost-effective management. Assets of the Community Foundation are invested in three primary pools: Long-term, Intermediate-Term and Short-Term. Our overall goal is to enhance results over the long-term in a variety of market conditions.

Long-term

The long-term strategy is designed to capture significant potential growth with a large portion of overall assets, even if there is substantial short-term volatility or even losses. Almost 94 percent of our pooled assets are invested in the long-term strategy, based on a desire for perpetual growth.

Download the Q3  2020 Asset Allocation and Performance for the Long-term Pool

Intermediate-term

The intermediate-term strategy is designed to strike a balance between being positioned for growth while not being exposed to substantial value-eroding risk. Just over 1 percent of our pooled assets are invested in the intermediate-term strategy, primarily to meet shorter term goals of the donor.

Download the Q3 2020 Asset Allocation and Performance for the Intermediate-term Pool

Short-term

The short-term strategy is designed to primarily preserve capital, with minimal risk for a slightly enhanced return. About 5 percent of our pooled assets are invested in the short-term strategy, primarily to meet more immediate philanthropic needs.

Download the Q3 2020 Asset Allocation and Performance for the Short-Term Pool