Investment

Oklahoma City Community Foundation invests your funds within our investment pool. Both active managers and index funds are managed to add value while keeping the cost low. Pooled investment returns are allocated to individual funds net of investment fees, which have in recent years averaged less that 15 basis points. Investment fees change on an ongoing basis depending on investment decisions of the investment committee and advisors.

For advised funds and affiliated funds with a balance of $250,000 or more, one additional investment options is available: 100 percent equity pool. This option has greater equity exposure compared to the general investment pool.

Gift funds, while also invested, are fully distributable at any time.

Our prudent spending policy is designed to allow our endowed funds to capitalize on good investment years, as well as protect the value of the fund in low or negative return markets. The majority of permanent endowment funds we administer receive annual distributions of 5 percent of the fund’s average market value for the previous 12 quarters as of March 31. The remaining investment return adds value to the corpus of the fund, protecting from inflation and creating a more predictable and stable annual distribution. Our non-endowed funds enjoy the benefits of the same investment pool but are fully expendable to a qualified nonprofit at any time.

OCCF leverages the power of our asset pools to offer significant benefits and expert professional management at a lower cost. This approach led by the OCCF Investment Committee, in conjunction with some of the top investment advisors in the industry, generates investment performance our donors and nonprofits can trust. Our commitment to diversification, quality investments and vigilant monitoring provides high-quality investment options so OCCF can fulfill its promise of simplicity, effectiveness, and perpetual support. Together, we’re not just changing lives today; we’re shaping our community’s future for generations to come.