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:
Best if you want: Long-term growth though a globally diversified portfolio
Grant making Time Horizon: 5 years or more
- 40% equities
- 12% fixed income
- 13% venture capital and private equity
- 24% hedge funds
- 7% real assets
- 4% cash
Short-Term Duration Pool
Best if you want: More liquidity and maximization of capital preservation
Grant making Time Horizon: 1-5 years
- 47% fixed income securities
- 40% money market securities
- 13% cash
The chart below illustrates Central Indiana Community Foundation’s quarterly investment performance as of December 31, 2016.
* Policy Benchmark consists of 15% Wilshire 5000 Total Market Index, 12% MSCI EAFE, 8% MSCI Emerging Markets, 25% HFRI Fund of Funds, 3% Bloomberg Commodity Total Return, 10% CPI-U +5%, 12% S&P 500 +4%, 9% BC Aggregate, 3% JPM EMBI+, 3% BofA ML 91 day T-Bills
View CICF’s Joint Investment Board Meeting presentation for more information on 2016 performance.
Past 990 and audit information