In Faith Investment Conference Call November 2 2015
In. Faith Investment Conference Call November 2, 2015
CONFERENCE CALL SPEAKERS Welcome Suzanne Hazard, Board Chair In. Faith Updates Chris Andersen, President & Executive Director Serving Donors Mandy Tuong, Senior Director Donor Services, General Counsel Investment Update Letitia Johnson, Cambridge Associates, Investment
INFAITH MISSION To serve our donors with integrity as together we change lives and spread joy by sharing our blessings with the world.
20 YEARS OF GIVING • $1 billion in gifts • $137. 5 million grants sinception • 97% donor satisfaction • Top ratings from Charity Navigator & Guide. Star
SERVING DONORS – MORE ACCESSIBLE GIVING • Online access through Donor. View • No minimum Dynamic Donor Advised Funds • Enhanced flexibility to name charities for fund remainder • More ahead for Organizational Endowments
INFAITH INVESTMENT PHILOSOPHY • Long Term • Equity Oriented • Diversified • Actively Managed • Rebalanced
INFAITH GROWTH PORTFOLIO Emerging Markets 8% Real Assets 11% U. S. Equities 25% Fixed Income 15% Marketable Alternatives 17% Global Equities 24%
ANNUAL RETURNS – 9. 30. 15 Growth Portfolio Mission Portfolio Income Portfolio Quarterly return -8. 7% -8. 6% 0. 8% 1 -year return -7. 2% -5. 9% n/a 3 -year annualized return 3. 2% 2. 7% n/a 5 -year annualized return 4. 1% n/a 10 -year annualized return 4. 1% n/a
PERFORMANCE BY ASSET CLASS
MARKET PEAKS & TROUGHS
MARKET UPSWING SINCE 9. 30. 15
PREPARING FOR & TAKING ADVANTAGE OF MARKET STRESS • Foundation ‘check’ • Rebalance • Play offense • Manager ‘check’ • Stay invested
CONTACT US In. Faith. Found. org | 800. 365. 4172 Charitable giving can result in significant tax, legal and financial consequences. As In. Faith cannot give tax or legal advice, you are strongly encouraged to consult with your personal tax and legal advisors.
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