The WomenInvest inFaith Portfolio invests to 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 (14%)
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.
