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Building a successful investment program

Building a successful investment program. Results Qualitative Quantitative Cost control. Value added. Program monitoring. Strategy / Implementation Diversification/strategic allocations Rebalancing program. Manager selection. Asset allocation. Policy Investment policy

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Building a successful investment program

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  1. 25 Chestnut Street Portsmouth NH 03801  603-433-1143

  2. Building a successful investment program • Results • Qualitative • Quantitative • Cost control Value added Program monitoring • Strategy / Implementation • Diversification/strategic allocations • Rebalancing program Manager selection Asset allocation • Policy • Investment policy • Objectives • Framework Risk assessment Cash flow requirements Return objectives Community Foundation of the Ozarks Prime, Buchholz & Associates, Inc. • Partnership

  3. Effective Stewardship Best Practices • Use prudent investment process discipline • Maintain asset allocation policy through rebalancing • Avoid conflicts of interest • Control Costs • Maintain experienced and stable staff • Expect excellence and commitment from a strong Board supported by external audits, retained Counsel, and independent asset management consultants.

  4. Asset Allocation as of February 28, 2008

  5. Performance Results as of December 31, 2007

  6. Periodic Table of U.S. Investment Results

  7. Growth of a Dollar Chart 2.47 1.84 1.31

  8. Community Foundation of the Ozarks Asset Allocation and Risk/Return Characteristics

  9. Community Foundation of the Ozarks Growth of Assets Chart

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