Investments

The Finance and Investments Committee meets regularly with the Foundation’s investment managers to monitor and evaluate investment performance relative to internal, asset class, and peer group benchmarks.  CFGNB is pleased to present the investment performance of the funds CFGNB is invested in.

As of 6/30/10

 YTD 6/30/10 (%)

1 Year to 6/30/10 (%)

3 Years to 6/30/10 (%)

5 Years to 6/30/10(%)

10 Years to 6/30/10(%)
Corporate Managers*         
GMO (Grantham Mayo Oterloo)

-5.91 

7.91 

-1.77 

3.87 

6.24 
GMO-Benchmark 

-4.24 

11.35 

-3.96 

2.34 

-0.25 
TIFF (The Investment Fund for Foundations) 

-1.54 

16.56 

-0.58 

6.09 

6.11 
TIFF Benchmark 

-3.71 

14.68 

-3.26 

4.03 

4.21 
Trust Manager           
TD 

-3.58 

14.45 

-3.49 

2.61 

-- 

TD Benchmark

 -2.87 

12.17 

-4.02 

1.50 

-- 

*Prior to 1/1/10 CFGNB invested with SEI Investments

 

 

Asset Allocation

CFGNB 2010 Asset Allocation GMO & TIFF TD
Model allocation Corporate Trust
Equities: 58% 65%
Fixed Income: 37% 35%
Alternatives: 5% 0%
TOTAL 100% 100%

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