The Santa Barbara Foundation’s endowment is invested in a diversified portfolio of domestic equities, international equities, fixed income, and a broad array of alternative investments.
The portfolio employs both passive index funds and actively managed funds. The portfolio’s objective is to achieve a total return equivalent to or greater than the foundation’s financial requirements over a long-term time horizon. Appropriate investment strategies are used to manage risk and ensure that charitable dollars grow and are available forever to benefit our community.
The Investment Committee includes professionals in our community and foundation trustees who have significant experience and knowledge in finance and investing. The committee meets quarterly with our investment advisor, Meketa Investment Group, to review the investment program. The Meketa Investment Group is a full service investment consulting and advisory firm, providing creative investment solutions custom tailored to fit the unique circumstances of its clients. The group works with clients on both a full retainer and project basis, and all of its services are available on a discretionary or non-discretionary basis.
For copies of current performance reports, please contact Director of Investments Cheri Savage at (805) 880-9384 or email her at firstname.lastname@example.org.
Portfolio performance data as of December 2016. Returns are net of all investment related fees.
ITD = Inception to date. November 30, 2002.