Investment Strategy: Increased Returns Yield More Dollars for Charity

In managing permanent endowments for the benefit of the community, the Oklahoma City Community Foundation follows investment practices designed to enhance long-term growth while also providing sustainable, annual distributions to charity. For the fiscal year ending June 30, 2017, the investment performance for our pooled investments was 11.08 percent. This investment growth not only helps to increase the value of the endowments we administer, but also allows the funds to distribute more grant dollars to charitable purposes in the community.

In Fiscal Year 2017, the Investment Committee made changes to the general pool’s investments in an effort to sustain endowment distributions to the community amidst potential lower future returns. These changes included:

  • Increasing allocation to equities
  • Replacing active equity managers who failed to meet benchmarks with passive index funds at significantly reduced fees
  • Adding alternative asset classes including real estate investment trusts and master limited partnerships

Read more about the Oklahoma City Community Foundation’s multi-pronged approach to increase potential future net returns in our 2017 Investment Performance Report.