Investment Overview When you create a fund with Vancouver Foundation, we pool Investment Committee your money with other donations, invest it prudently, and use A committee of volunteers with extensive knowledge in the a portion of the income generated by these investments to investment field provides oversight and monitors investment support thousands of charities. [...] Responsibilities of the Investment Committee Investment Objective include: Vancouver Foundation’s investment policy is designed to • Reviewing the Investment Policy Statements optimize returns, maximize distributions (the portion of • Reviewing asset allocation income from your fund that is given out annually) and, at the • Monitoring risk and return by fund and by manager same time, protect the c. [...] • Monitoring compliance • Recommending appointment/termination of Investment Options investment managers When you create a fund with Vancouver Foundation you have • Monitor and evaluate Total Fund investment two investment options: performance against benchmarks Consolidated Trust Fund (CTF)—a diversified balanced fund of equities, fixed income, real estate, and multi-strategy funds. [...] 31st, 2023) $1.38 billion $59.58 million Annual Cost Recovery Fees 0.70% Administrative 0.70% Administrative (up to $10 million) 0.60%-0.80%* Investment Management 0.30%-0.40% Investment Management Annual Cost Recovery Fees 0.35% Administrative 0.35% Administrative (Portion of fund over $10 million) 0.60%-0.80%* Investment Management 0.30%-040% Investment Management Distribution Allocation Frequen. [...] Management, Comgest Asset Management • Fixed Income: Phillips, Hager & North Investment Investment Managers Management • Mortgages: TD Greystone Managed Investments Vancouver Foundation employs a multi-manager and multi- • Multi-Strategy: Polar Asset Management Partners, asset class structure in our investment portfolio.
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