2020 SFF AnnualReport - Page 52



BY THE NUMBERS
Investment Performance
W
e invest our assets in alignment with our values and with the long-term goal of generating
strong investment results. Our donors, including nonprofit organizations that have an endowment or other reserves, have access to four investment portfolios to meet their grantmaking
objectives. This table illustrates our pools’ performance, net of fees, as of June 30, 2020:
LONG-TERM POOL
Long-Term Donor Advised
4.3%
5.7%
5.9%
8.4%
60% MSCI All Country
World/40% Barclays Agg
5.3%
6.2%
5.9%
7.3%
Short-Term Donor Advised
2.4%
2.3%
1.7%
1.1%
U.S. Treasury Bills
1.7%
1.8%
1.2%
0.7%
Endowment Pool Assets
3.2%
5.4%
5.8%
8.7%
60% MSCI All Country
World/ 40% Barclays Agg
5.3%
6.2%
5.9%
7.3%
Mission-Aligned Investments
4.7%
N/A
N/A
N/A
60% MSCI All Country
World/ 40% Barclays Agg
5.3%
N/A
N/A
N/A
SHORT-TERM POOL
ENDOWMENT POOL
MISSION-ALIGNED INVESTMENTS POOL
50
2020 Annual Report





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