The Boston Foundation offers three separate investment pools within the Fund for the 21st Century. 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.
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:
Total Assets: $1 billion as of September 30, 2017.
Investment Performance1 as of September 30, 2017.
| Fund for the
|Balanced Plus Pool||10.2%||11.7%||5.4%||7.7%||4.4%|
|65% MSCI A.C.
|MSCI All Country
World Stock Index
|S&P 500 Index
1. Average annual returns are shown for periods longer than one year. Performance is shown net of investment manager fees. Past performance is no indication of future results.
For additional information about the Fund for the 21st Century, email George Wilson, Chief Investment Officer, or call (617) 338-1626.