Investments at NCCF

Prudent investment stewardship is essential to our mission of inspiring philanthropy and building permanent charitable assets to benefit communities.

We utilize the highest professional standards, achieved through the guidance of our Finance Committee, expert recommendations of our investment advisor, and the acumen of our investment managers.

Investment Policy and Objective

The perpetual nature of philanthropy forms the basis for the exceptionally long-term horizon of the Foundation’s investment portfolio.  Our Investment Policy Statement (IPS) outlines our full investment philosophy and objectives.

The primary investment objective is to preserve and protect historical endowment contributions over an indefinite time frame, while providing an average return that covers a 5% annual distribution, average 1% NCCF support fee, and inflation.

Asset Allocation

Achievement of our investment objective requires a moderate level of risk, a long-term investment horizon, and effective asset and liquidity diversification. All investment managers abide by the following asset allocation targets:

Investment Portfolio Oversight

The NCCF Finance Committee is comprised of experienced investment and business professionals drawn from our Board of Directors and the community. The committee oversees the management of NCCF’s investment portfolio. With support and guidance from our Finance team and investment consultant Graystone Consulting, the committee formulates investment policy, determines asset allocation, and monitors and evaluates investment performance.

Wilson Simmons
Chief Financial Officer
Email
(919) 256-6916
As CFO, Wilson has full management responsibilities for all financial and compliance matters of NCCF, the Foundation’s investment portfolio and the work of our investment managers.

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Market commentary and investment performance | Third quarter (July-September 2022)

The third quarter of 2022 ending on Sept. 30 saw further declines across most major global indices and asset classes.   A typical invested fund with the North Carolina Community Foundati…

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