You can trust SVCF to steward the philanthropic assets in your fund so that they are ready when you need them. We offer a variety of investment solutions including a selection of investment pools with access to world-class investment managers and strategies, and our individually managed fund program that provides the opportunity to recommend a trusted investment professional to manage a custom portfolio for your fund. All investments are overseen by our experienced investment committee, staff and consultants. Please read our investment philosophy for maintaining strong, consistent returns over time.
A choice of five investment pools is designed to meet a range of philanthropic goals and time horizons. Fund advisors may allocate to one or more pools. We maintain your fund's investment pool allocation through regular monthly rebalancing. Pool allocations may be changed once per year or upon a significant change in charitable goals or time horizon. For additional detail, click on the name of each investment pool in the table below. For a current performance report, contact us.
|Investment Pool||Investment Horizon||Description|
|Long-Term Growth||7 years or more||Diversified portfolio of global stocks and bonds|
50% equity, 20% fixed income and 30% alternatives
|Social Impact||7 years or more||Diversified portfolio of global stocks and bonds from companies with strong financial and social records|
65% equity, 32% fixed income and 6% alternatives
|Balanced||3 to 7 years||Balanced portfolio of global stocks and bonds|
50% fixed income, 40% equity and 10% alternatives
|Short-Term||1 to 3 years||Portfolio of U.S. short term and global bonds|
100% U.S. and global fixed income
|Capital Preservation||1 year or less||Portfolio of liquid, short term securities|
100% money market securities and bank CDs
Individually Managed Funds
For advised funds of $1 million or more, donors may recommend a trusted investment advisor to manage the fund and ensure its growth. Read more about individually managed funds.