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Investment Performance

Quarterly Update as of June 30, 2020

Fund for the 21st Century Strategy

The Boston Foundation offers three separate investment options within the Fund for the 21st Century: Balanced Plus Pool, Balanced Pool and Short-Term Pool.  These three pools allow donors to select the option that best matches the time horizon of their charitable giving plans.  Donors may also customize their asset allocation by investing among all three pools.  The Balanced Plus Pool asset mix is expected to produce the highest long-term investment return.  Accordingly, the Boston Foundation invests its endowment assets in the Balanced Plus Pool.

Review the Boston Foundation Investment Policy
Chief Investment Officer: George Wilson

Download a PDF of the most recent Quarterly Update for the 21st Century Fund

Download a PDF of the most recent performance of each of the four mutual funds that are invested according to Socially Responsible Investing principles:

Investment Performance as of June 30, 2020: 

Investment Performance

Asset allocation chart

For additional information about the Fund for the 21st Century, email George Wilson, Chief Investment Officer, or call (617) 338-1626.

 

For more information on the Boston Foundation and how we work with donors, contact Julie Smith-Bartoloni, Interim Vice President, Development and Donor Services