Colonial Consulting Reports Investment Performance

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Colonial Consulting Reports Investment Performance

Colonial Consulting, LLC, the investment consultant for the Foundation, shared with guests in attendance at the December annual reception, the following investment performance:

  • Relative internal, asset allocation blended benchmark: CYTD +1.6%, and outpacing it in trailing 1, 3, 5, 7 and 10 year time periods. Past 10 years, by 1.3% annualized.
  • Peer Rankings versus other community foundations (through September 30th) -
    • Calendar Year to Date, best performer out of 94 community foundations, outpacing median by 2.9%.
    • Past 1 year, 2nd best performer out of 93 community foundations, outpacing median by 3.4%.
    • Past 10 years, top 20% of all community foundations, outperforming the median by 1.0% annualized.
  • 10 years through June 30th, matched returns of Cornell and Brown, outpaced Harvard by 0.3%.