The financial objective of MaineCF’s investment program is to preserve and grow the real value of its assets in perpetuity to provide a sufficient rate of return to fulfill philanthropic purposes of the community foundation and its donors. At the same time, the board recognizes the role that non-financial factors can play in creating or potentially limiting value for investors. These include environmental, social, governance, diversity, equity, and inclusivity (ESG & DEI) considerations.
MaineCF is committed to partnering with investment managers who demonstrate constructive engagement with ESG and DEI factors. In partnership with its investment consultant, Monticello Associates, the investment committee will undertake the following oversight of its program.
Performance Reports
Quarterly Performance Chart: Primary and Fossil-Fuel Free Portfolios
Primary Portfolio: Monthly Flash Report
Primary Portfolio: Quarterly Detailed Report
Fossil-Fuel Free Portfolio: Overview (information to come)
Additional Investment Performance Information
Each year, MaineCF offers an investment update webinar. MaineCF investment staff hosts the webinar, and all current and prospective fund holders are invited to join. This is a good opportunity to learn a bit more about the community foundation’s investment program as well as hear a year in review and investment outlook going forward.
- Watch the February 2024 webinar here. Download the presentation slides here.
- Watch the February 2023 webinar here. Download the presentation slides here.
- Listen to the May 2022 webinar here. Download the presentation slides here.
