2022 Investment Pool Update

Upon recommendation of the Investment Committee, the Governing Board of Greater Houston Community Foundation has updated the Foundation’s investment pools with the goal of providing competitive returns at a cost-effective rate while maintaining liquidity to manage timely responsiveness for grant requests.

Effective July 1st, 2022, the Passive Growth Pool and Growth Pool will be combined into one Growth Pool while the Passive Income Pool and Income Pool will be combined into one Income Pool. Post consolidation, the new investment pools will be streamlined and offer four options across the risk/return spectrum. The four investment pools will be: Money Market, Income, Growth & Income, and Growth.

Frequently Asked Questions

What do I need to do?

You do not need to take any action. Effective July 1^st, 2022, all investment pool elections will automatically be updated to the new pool structure. Donors currently enrolled in Passive Growth and Growth pools will automatically be moved to the new Growth Pool. Donors in Passive Income and Income pools will automatically be moved to the new Income Pool.

Are the new combined pools passive or actively managed?

Both the new Income Pool and Growth Pool are a blend of passive and active management. The Income Pool is ~50% passive and the Growth Pool is ~60% passive.  Passive management is concentrated mostly within the equity portion of each pool.

How have the investment pools performed historically?

Investments pools are overseen by the Investment Committee reporting to the Governing Board of the Foundation and professionally managed by Angeles. Investment pool returns are published monthly on our website.

How can I find out what my current investment pool election is?

Login to your DonorSphere account and view your statement by clicking the “Activity” button at the top of your screen. Download your latest statement from the list and the final page of the document shows your investment pool election under the header “Investment Portfolio Summary”. For support, please reach out to Donor Services at [email protected].

How do I change my investment pool election?

Complete this online form to update your Investment Pool election. Alternatively, you may contact Donor Services at [email protected].