Quarterly Update: March 31, 2010
Fund Strategy:
The Boston Foundation invests its endowed community assets as well as the majority of Donor Advised Fund assets in the Fund for the 21st Century. Given the permanent nature of the Boston Foundation, this portfolio has a long-term investment strategy, providing diversification across a wide range of asset classes, including alternative assets, to manage risk while seeking the best possible returns.
For the Boston Foundation Investment Policy, click here.
Chief Investment Officer: George Wilson
Download a PDF of the most recent Quarterly Update.
Total Assets: $665 million
Investment Performance of the Fund for the 21st Century as of March 31, 2010.
Performance:1
|
Qtr
|
1
Year
|
3
Year
|
5
Year
|
Since Inception
(Oct.1, 1999)
|
Fund for the 21st Century (net of investment fees)
|
2.0%
|
26.5%
|
-1.4%
|
4.9%
|
3.0%
|
S&P 500 Index
|
5.4%
|
49.8%
|
-4.2%
|
1.9%
|
-0.7%
|
65% S&P 500 Index/
35% BC Aggregate Index
|
4.2%
|
33.8%
|
-0.2%
|
3.4%
|
2.0%
|
Notes:
1. Past performance is no guarantee of future results.
Asset Allocation:
For additional information about the Fund for the 21st Century, email George Wilson, Chief Investment Officer, or call (617) 338-1626.
Fund for the 21st Century: Fund Managers
For more information about the Fund for the 21st Century, contact George Wilson at 617-338-1626 or george.wilson@tbf.org. Or, for more information on the Boston Foundation and how we work with advisors and their clients, contact Beth Milkovits, Director of Development, at 617-338-1218 or beth.milkovits@tbf.org.