Performance and Analysis

Long-Term Donor Advised Pool Investment Performance

As of June 30, 2018

The San Francisco Foundation invests through professional investment managers who are vetted by an independent investment consultant. Diligent stewardship and strong performance mean that together, we can make a greater impact in the Bay Area.

Most of the assets held in Donor Advised Funds are invested in our long-term pool. It is a diversified portfolio that provides an inflation-adjusted return that allows for flexible grantmaking.

This graph illustrates investment performance over time:

Absolute returns continue to be quite strong for the Long-Term Donor Advised Pool. This is the product of a well-diversified mix of talented investors and index funds. We note the Foundation utilizes very challenging benchmarks to continually strive for investment excellence. Longer term returns remain ahead of the benchmarks as the Foundation’s strategy seeks to achieve an appropriate balance between long-term returns and moderating volatility which can become disruptive to spending.

Socially Responsible Investments 

Our Socially Responsible Investments (SRI) Portfolio is externally managed by PAX World Investments. It offers full Environmental, Social and Governance (ESG) integration. Please find their quarterly performance review here:

PAX Balanced Fund (PDF)