InFaith Investment Conference Call 8.4.14. Conference Call Speakers Welcome Rev. John Sabatelli, Board Chair InFaith Updates Chris Andersen, President.

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Presentation transcript:

InFaith Investment Conference Call

Conference Call Speakers Welcome Rev. John Sabatelli, Board Chair InFaith Updates Chris Andersen, President & Executive Director Serving Donors Rebecca W. Sauer, Senior Associate of Donor Services Investment Update Cambridge Associates, Investment Advisor slide 2

Our Invitation To speak in faith To engage in community To live in possibilities To commit to stewardship To express deep joy slide 3

Gifts to Community slide 4

Introducing DonorView slide 5

Strong Stewardship Commitment to highest standards Investments typically exceed benchmarks Top rating from Charity Navigator for sound fiscal management GuideStar “Gold” for commitment to transparency slide 6

Market Performance slide 7

Stewardship of Assets slide 8

Annual Returns Growth Portfolio Mission Portfolio Growth Portfolio Target Benchmark Quarterly return3.5%3.9%2.8% 1-year return16.6%16.9%16.4% 3-year annualized return7.5% 7.0% 5-year annualized return11.6%10.9%n/a 10-year annualized return6.5%6.1%n/a slide 9

U.S. Earnings: Strong and Expected to Drop slide 10

U.S. Bonds Market: Generating Healthy Year-to-Date Gains slide 12

Equity Valuations: Reasonable Except for U.S. Which Appears Expensive slide 11

SPREADING JOY. CHANGING LIVES. Contact Us: InFaithFound.org

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