Investment Policy
The Delaware Community Foundation's core business is
to administer charitable endowments, and its chief responsibility is
to be an effective steward of these funds. Over the years, the
Foundation has developed a comprehensive investment policy and the
DCF has had a very solid investment track record.
The Foundation currently utilizes the services of
five professional money management firms, each of which has a
specific objective and is evaluated against a market index. The DCF
has a benchmark index which is a composite of these standard
indexes, weighted to match our investment mix. This allows us to
evaluate both the absolute and relative performance of our money
managers.
The Delaware Community Foundation is committed to
prudent participation in growth. The current overall asset
allocation is approximately 65% in domestic equities and 35% in
fixed income securities. The objective is to outperform similar
market indexes against which we are compared.
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