Market Commentary and Activity | InFaith Community Foundation

Market Commentary and Activity

Spreading Joy & Changing Lives
InFaith Community Foundation helps our donors support the causes and charities closest to their hearts. Collectively, we had an exceptional year in 2019, distributing 12,000 grants to churches and charitable organizations totaling $35.4 million. We are humbled and grateful to be part of your generosity and deliver your charitable support to our shared community.

2019 Market Update 
InFaith remains committed to a diversified portfolio allocated across asset classes to ensure the best opportunity for maximum sustained support to charities. InFaith continually monitors the performance of its investment portolios with the assistance of investment advisors Cambridge Associates and Veris Wealth Partners. 

Market Commentary

The following market update provides context for the investment performance of your charitable assets at InFaith Community Foundation.

Market Commentary

Since our founding in 1995, InFaith Community Foundation has built a proven track record of sound stewardship for gifts from thousands of donors and community organizations. With more than $450 million in assets under management, InFaith is committed to a long-term and effective investment strategies and transparent stewardship.

InFaith portfolios are invested with sound stewardship aimed to achieve at or above market returns and expand charitable impact. 

Click each drop down section below to learn more about individual portfolio allocations and investments.

The Core Growth Portfolio's purpose is to provide maximum sustained support to charities far into the future. It is allocated as follows:

For an in depth report on InFaith investment performance of the Core Growth Portfolio from Investment Manager Cambridge Associates, click on the link below. This document is updated quarterly.

core growth portfolio

Investments, whether actively managed or indexed, are measured by appropriate benchmarks and monitored quarterly, and the overall investment portfolio is measured against a composite benchmark that reflects the target asset allocation. InFaith's investment policies, objectives and guidelines are reviewed at least annually.

For a breakdown of the investment allocations in each InFaith portfolio, download the portfolio allocation handout below.

portfolio allocation

Thrivent Mutual Funds are a component of InFaith's investments. For more information on Thrivent Mutual Funds, and a prospectus, visit ThriventFunds.com

You are now leaving the InFaith Community Foundation website and will be transferred to the Thrivent Mutual Funds’ website. We recommend you review Thrivent Mutual Funds’ privacy policy concerning the protection of your information on their website. Thrivent Mutual Funds, while not an affiliate, is associated with InFaith Community Foundation and together provide services that support Thrivent Financial's overall mission. Thrivent Mutual Funds are distributed by Thrivent Distributors, LLC.

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Thrivent Mutual Funds
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The Mission Growth Portfolio is invested for both financial and mission/social return.  Its objective is to provide maximum sustained support to charities over the long term through investments that are aligned with mission and provide positive outcomes for our shared community. Mission-related investments in the Mission Growth Portfolio currently constitute 75% of the portfolio.

Like the Core Growth Portfolio, the Mission Growth Portfolio is invested to obtain the highest return possible within acceptable levels of risk. It is allocated as follows:

For an in depth report on InFaith investment performance of the Mission Growth Portfolio from Investment Manager Cambridge Associates, click on the link below. This document is updated quarterly.

mission growth portfolio

Investments, whether actively managed or indexed, are measured by appropriate benchmarks and monitored quarterly, and the overall investment portfolio is measured against a composite benchmark that reflects the target asset allocation. InFaith's investment policies, objectives and guidelines are reviewed at least annually.

For a breakdown of the investment allocations in each InFaith portfolio, download the portfolio allocation handout below.

portfolio allocation

Thrivent Mutual Funds are a component of InFaith's investments. For more information on Thrivent Mutual Funds, and a prospectus, visit ThriventFunds.com

You are now leaving the InFaith Community Foundation website and will be transferred to the Thrivent Mutual Funds’ website. We recommend you review Thrivent Mutual Funds’ privacy policy concerning the protection of your information on their website.

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Thrivent Mutual Funds
You are now leaving the InFaith Community Foundation website and will be transferred to the Thrivent Mutual Funds’ website. We recommend you review Thrivent Mutual Funds’ privacy policy concerning the protection of your information on their website.

 

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The WomenInvest inFaith Portfolio invests in companies that do well when women do well by investing in economic opportunity, access to education, affordable housing and other opportunities that promote the overall well-being of women within our shared community.

INTRODUCING WOMENINVEST INFAITH

Womeninvest stories of impact

 

For an in depth report on InFaith investment performance of the WomenInvest inFaith Portfolio from Investment Manager Veris Wealth Partners, click on the link below. This document is updated quarterly.

WomenInvest portfolio

Investments, whether actively managed or indexed, are measured by appropriate benchmarks and monitored quarterly, and the overall investment portfolio is measured against a composite benchmark that reflects the target asset allocation. InFaith's investment policies, objectives and guidelines are reviewed at least annually. 

For a breakdown of the investment allocations in each InFaith portfolio, download the portfolio allocation handout below.

portfolio allocation

Thrivent Mutual Funds are a component of InFaith's investments. For more information on Thrivent Mutual Funds, and a prospectus, visit ThriventFunds.com

You are now leaving the InFaith Community Foundation website and will be transferred to the Thrivent Mutual Funds’ website. We recommend you review Thrivent Mutual Funds’ privacy policy concerning the protection of your information on their website.

Continue

Thrivent Mutual Funds
You are now leaving the InFaith Community Foundation website and will be transferred to the Thrivent Mutual Funds’ website. We recommend you review Thrivent Mutual Funds’ privacy policy concerning the protection of your information on their website.

 

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The Income Portfolio's purpose is to provide maximum grant distributions within a five-year time horizon. It is allocated as follows:

For an in depth report on InFaith investment performance of the Income Portfolio from Investment Manager Cambridge Associates, click on the link below. This document is updated quarterly.

income portfolio

Investments, whether actively managed or indexed, are measured by appropriate benchmarks and monitored quarterly, and the overall investment portfolio is measured against a composite benchmark that reflects the target asset allocation. InFaith's investment policies, objectives and guidelines are reviewed at least annually.

For a breakdown of the investment allocations in each InFaith portfolio, download the portfolio allocation handout below.

portfolio allocation

 

Thrivent Mutual Funds are a component of InFaith's investments. For more information on Thrivent Mutual Funds, and a prospectus, visit ThriventFunds.com

You are now leaving the InFaith Community Foundation website and will be transferred to the Thrivent Mutual Funds’ website. We recommend you review Thrivent Mutual Funds’ privacy policy concerning the protection of your information on their website.

Continue

Thrivent Mutual Funds
You are now leaving the InFaith Community Foundation website and will be transferred to the Thrivent Mutual Funds’ website. We recommend you review Thrivent Mutual Funds’ privacy policy concerning the protection of your information on their website.

 

Continue

InFaith's Investment Portfolios

InFaith has four exceptional investment portfolios. Chris Andersen, Former InFaith President & Executive Director, shares how each investment portfolio makes a difference in our shared community.

Part of InFaith's stewardship illustration
Umbrella.

Long-term Strategy

Maximize potential rewards; minimize potential risks

A star.

Trusted Advisors

Investment expertise from Cambridge Associates and Veris Wealth Partners, leading national investment firms

Basket.

Diversification

Carefully invested with skilled investment managers among six asset classes

Sound Stewardship

Gifts are managed responsibly and used for the greatest good.