Pasadena Community Foundation offers three investment options for funds invested or endowed at the Foundation. All funds are invested in accordance with the Foundation’s investment policy statement.
Funds in this portfolio are invested for long-term growth. The objective is to earn a return that allows for distribution of grants while striving to preserve the principal investment, allowing for inflation and expenses, and to fulfill the donor’s future philanthropic goals.
Funds in this portfolio are invested for long-term growth with a focus on environmental, social, and governance (ESG) strategies. Commonly known as “socially-responsible investing,” the portfolio will invest in ESG strategies primarily through investment screening, which is the inclusion in or exclusion from a portfolio of certain sectors, companies, or practices based on specific ESG criteria.
Funds in this portfolio are invested for moderate growth, and intended to fulfill the philanthropic goals of more risk-averse donors. The strategy focuses on capital preservation, implemented through a more conservative risk profile compared to that of the long-term portfolio. The objective is to maintain a balance between preserving the principal and maximizing the charitable impact of the fund.
Contact: Liz Algermissen, Director of Development (626) 796-2097 x105 or ealgemissen@pasadenacf.org
PCF is a 501c3 public charity Tax ID# 20-0253310