The financial objective of MaineCF’s investment program is to preserve and grow the real value of its assets in perpetuity to provide a sufficient rate of return to fulfill philanthropic purposes of the community foundation and its donors. At the same time, the board recognizes the role that non-financial factors can play in creating or potentially limiting value for investors.
MaineCF is committed to ensuring that Maine is a safe, welcoming, and accepting place for everyone. This commitment extends to management of the community foundation’s invested assets.
MaineCF’s investment committee has oversight over the community foundation’s investment program. The committee, in partnership with staff and an independent investment consultant, sets investment policy and strategy, hires investment managers and monitors investment performance against industry benchmarks.
Performance Reports
Quarterly Performance Chart: Primary and Fossil-Fuel Free Portfolios
Primary Portfolio: Monthly Flash Report
Primary Portfolio: Quarterly Detailed Report
Fossil-Fuel Free Portfolio: Overview (information to come)
Additional Investment Performance Information
Each year, MaineCF offers an investment update webinar. MaineCF investment staff hosts the webinar, and all current and prospective fund holders are invited to join. This is a good opportunity to learn a bit more about the community foundation’s investment program as well as hear a year in review and investment outlook going forward.
- Watch the February 2024 webinar here. Download the presentation slides here.
- Watch the February 2023 webinar here. Download the presentation slides here.
- Listen to the May 2022 webinar here. Download the presentation slides here.
