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Community Funds Investment Pool

  • Designed for the donors who have a longer term orientation.
  • Investment objective: To produce a return of approximately 4.5% annually after inflation and fees over the longer term—consistent with a reasonable degree of risk.
  • Investment allocation: The Investment Committee determines the asset allocation of this fund and selects and monitors both active managers and index funds.
Because the investments in the pool are valued only monthly, transfers in and out of the pool can be made only on the first business day of each month. To create greater liquidity, donors often combine an investment in the pool with an allocation to the money market fund. The money market balance is replenished each month to a target that the donors select.


 

  • Investment fees: The fees the CFI Pool pays to investment managers amount to approximately 70 to 75 basis points of assets; in addition, the pool pays incentive fees to private equity and hedge fund managers. Incentive fees for 2016 amounted to 40 basis points of the pool's overall assets, bringing total fees for the year to 1.12%.
  • Investment vehicles: A listing of the managers appears in the report of market value and performance. For details, download our report on pool performance.
  • Performance: The performance for the individual managers and the total pool appears in the report of market value and performance. For details, download our report on pool performance.

Other investment vehicles

909 Third Avenue | New York, NY 10022 | P (212) 686-0010 | F (212) 532-8528 | info@nyct-cfi.org
Contact Us | Staff | Westchester Community Foundation | Long Island Community Foundation

The New York Community Trust is a 501(c)3 public charity.

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