Investment Portfolio

Committed to our Collective Future

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. We are confident in our investments and work continuously to ensure that they are the best fit for the Foundation and the communities we serve. The objective is to achieve a total return equivalent to or greater than the foundation’s financial goals over the long-term, and be transparent in our methods and process. Appropriate and proven investment strategies are used to manage risk and ensure that charitable dollars grow and are available forever to benefit our community.

You may also review the 2020 Investment Committee. We are fortunate to have a devoted Investment Committee that 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.

Learn more about our current performance, the Foundation’s investment process and Investment Policy Statement.

Investment Options

 

Focus Income Blend

The Focus Income Blend Portfolio is invested in a diversified mix of liquid assets designed to provide more stable capital appreciation on a total return basis. Learn more here.

 

Long-Term Endowment

The Long Term Endowment Portfolio is designed to achieve a total return equal to or greater than the Foundation’s spending needs plus inflation. Learn more here.

 

Focus Growth Blend

The Focus Growth Blend Portfolio is designed to achieve a total return equal to or greater than the Foundation’s spending needs plus inflation. Learn more here.

 

Socially Responsible Investment

The Socially Responsible Investment Portfolio (SRI) seeks to achieve risk-adjusted market rates of return while incorporating environmental, social and governance (ESG) considerations in the investment decision making process. Learn more here.

 

If you have additional inquiries, please contact Director of Investments Cheri Savage at (805) 880-9384 or CSavage@sbfoundation.org.