Investment Performance
Quarterly Update as of March 31, 2025
Our Investment Strategy
The Boston Foundation offers three investment pools to Donor Advised Funds: 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 Investment Update.
Investment Performance as of March 31, 2025:
For additional information about our investments, email George Wilson, Chief Investment Officer, or call (617) 338-1626.
Asset Allocation:
Total Assets
Balanced Plus Pool
Impact Pool
For more information on the Boston Foundation and how we work with donors, contact our Chief Philanthropy Officer, Kate Guedj
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