Investment Performance

Quarterly Update as of June 30, 2023

Fund for the 21st Century Strategy

The Boston Foundation offers four separate investment options within the Fund for the 21st Century: Balanced Plus Pool, Balanced Pool*, Impact Pool and 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 four 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 June 30, 2023:

Investment performance chart
PLEASE NOTE: The Balanced Pool will be sunsetting as an investment option on 9/30/2023.
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