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Community Foundation of the Ozarks Essential Question #6 How are your Charitable Funds Invested?

Community Foundation of the Ozarks Essential Question #6 How are your Charitable Funds Invested?. Hosted by:. Ron Neville Chair, CFO Investment Advisory Board. Suzy Gray CFO Senior Finance Officer. CFO Investment History. CFO Investment Advisory Board. CFO’s Consulting Firm.

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Community Foundation of the Ozarks Essential Question #6 How are your Charitable Funds Invested?

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  1. Community Foundation of the OzarksEssential Question #6How are your Charitable Funds Invested?

  2. Hosted by: • Ron Neville • Chair, CFO Investment Advisory Board • Suzy Gray • CFO Senior Finance Officer

  3. CFO Investment History

  4. CFO Investment Advisory Board

  5. CFO’s Consulting Firm Prime, Buchholz and Associates, Inc.

  6. CFO Investment Policy

  7. CFO Asset Allocation Large cap domestic equities 24.6% Midcap domestic growth equities 10.2% Midcap domestic value equities 10.2 % International equities 15.0% Emerging market equities 5.0% Real Estate Investment Trusts 5.0% Hedge funds 5.0% Intermediate domestic bonds 12.5% World bonds 12.5%

  8. CFO Benchmarks Performance Measures: Large cap domestic equities S&P 500 Index Midcap domestic growth equities Russell Midcap Growth Midcap domestic value equities Russell Midcap Value International equities MSCI EAFE Net Index Emerging market equities MSCI Emerging Markets Net Index Real Estate Investment Trusts NAREIT Index Hedge funds HFRI Fund-of-Funds Strategic Index Intermediate domestic bonds LB Aggregate Index World bonds JPM Global Govt Bond Index

  9. CFO Distribution Policy

  10. CFO Investment Results For the period ending 3/31/2007 CFOBenchmark 1 year 13.1% 12.2% 3 years 12.4% 11.6% 5 years 11.1% 10.5% 10 years 10.7% 10.2%

  11. Summary

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