Financials

When you invest with CICF, our financial management team works directly with you to maximize returns and minimize volatility. We offer two investment options—a long-term pool and a short-term pool—so you can choose the one that best fits your philanthropic and financial goals. Our expert investment management staff monitors all funds constantly, ensuring a sound investment strategy for our fundholders.

Learn about our investment options:

Long-Term Pool

Best if you want: Long-term growth though a globally diversified portfolio

Grant-making time horizon: 5 years or more

Portfolio breakdown:

  • 40% equities
  • 13% fixed income
  • 15% venture capital and private equity
  • 21% hedge funds
  • 7% real assets
  • 4% cash

Click here for more information about our long-term pool.

Short-Term Duration Pool

Best if you want: More liquidity and maximization of capital preservation

Grant-making time horizon: 1-5 years

Portfolio breakdown:

  • 41% fixed income securities
  • 51% money market securities
  • 8% cash

Click here for more information about our short-term duration pool.

Investment Performance

The chart below illustrates Central Indiana Community Foundation’s quarterly investment performance, net of investment fees as of Dec. 31, 2018.

Three Months
One Year
Three Years
Five Years
Ten Years
 Long-Term Pool
-5.1%
-2.8%
5.6%
4.5%
11.6%
 Policy Benchmark*
-6.6%
-3.8%
5.4%
4.1%
7.2%
 Short-Term Pool
0.3%
1.1%
1.0%
0.8%
0.8%

*Policy Benchmark consists of 45% MSCI AC World Index, 15% All Private Equity Benchmark, 15% HFRI Fund of Funds Composite Index, 10% Real Asset Composite Index, 12% Fixed Income Composite Index, 3% FTSE 3 Month T-Bill

Past 990 and Audit Information

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