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.
Investment / Fund Name (with ticker symbol)
U.S. Equities (23%)
Trillium Large Cap Core (n/a)
Trillium Small Mid Cap (n/a)
Global Equities (49%)
Aperio Custom Gender Lens Index Portfolio (n/a)
Pax Ellevate Global Women's Index Fund (PXWIX)
Non-U.S. Developed Equities (12%)
Domini International (DOMOX)
Fixed Income (25%)
Self Help Credit Union Women & Children CD (n/a)
Calvert Foundation Women Investing in Women (WIN WIN) Promissory Note (n/a)
Boston Community Capital Stabilizing Urban Neighborhoods (SUN) Initiative Promissory Note (n/a)
Community Reinvestment Act Qualified Investment Fund Targeted to Barrier-Free Living (CRANX)
Breckinridge Gender Lens Portfolio (n/a)
Other portfolio options available to InFaith donors and organizational endowments: the Mission Growth Portfolio (85% equities, 15% fixed), to provide maximum sustained support to charities through investments that are aligned with mission and provide positive outcomes for our shared community, the Core Growth Portfolio (85% equities, 15% fixed), provide maximum sustained support to charities far into the future and the Income Portfolio (100% fixed) to provide maximum grant distributions within a five-year time horizon.
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.
