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 our latest investment returns data.

CFGNB

Investment Accounts	Market Value 12/31/09	YTD  12/31/09	1 Year       to 12/31/09	3 Years        to 12/31/09	5 Years      to 12/31/09
Corporate Investments - SEI	$22,820,710	24.2%	24.2%	-2.9%	2.1%
Corporate Benchmark		18%	18%	-1.9%	2.6%
Trust Investments	$3,226,107	24.3%	24.3%	-0.4%	3.9%
Community Chest of New  Britain and Berlin, Inc.	$3,753,162	new acct
Total	$29,799,979

Asset Allocation