Investment Performance

Quarterly Update as of December 31, 2023

Fund for the 21st Century Strategy

The Boston Foundation offers three separate investment options within the Fund for the 21st Century: the Balanced Plus Pool, the Impact Pool and the Short-Term Pool.  These 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.

Investment Performance as of December 31, 2023:

Fund performance chart - download for more info
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 our Chief Philanthropy Officer, Kate Guedj