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.

Investment Returns

CFGNB Investment Accounts Market Value 11/30/2009 YTD 11/30/2009 1 year to 11/30/2009 3 years to 11/30/2009 5 years to 11/30/2009
Corporate Investments - SEI $22,524,484 20.5% 24.3% -3.5% 2.1%
Corporate Benchmark   16.4% 20.3% -2.0% 2.9%
Trust Investments $3,219,177 22.6% 26.3% -0.6%  3.6%
Community Chest of New Britain & Berlin Inc $3,725,902  New acct
 
 
 
Total $29,469,563

Asset Allocation

CFGNB 2010 Asset Allocation GMO & TIFF TD
Model allocation Corporate Trust
Equities: 58% 73%
Fixed Income: 37% 27%
Alternatives: 5% 0%
TOTAL 100% 100%

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