What is the Foundation’s investment strategy?

The Foundation’s investment strategy is focused on total return to preserve and enhance the purchasing power of each endowment and to maintain a consistent distribution policy so that endowment beneficiaries can prudently utilize their distributions. The Board of Trustees, in particular its Investment Committee, is responsible for overseeing the investment management of the endowment funds. The Foundation’s Investment Committee determines the investment policy, asset allocation strategies, and hires appropriate investment fund managers and consultants. SunTrust Bank serves as the custodian and consultant for the Catholic Foundation’s investment portfolio.