Investments

Investment Information

You can select your preferred investment option for your fund at the Santa Barbara Foundation. Click “learn more” on one of the four options below, listed from lowest volatility to highest volatility, for more information. Learn more about our current performance, the Foundation’s investment process and Investment Policy Statement.

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.

The Foundation also offers a non-invested (cash) strategy. For more information about that option, please contact Cheri Savage, Director of Investments, at CSavage@sbfoundation.org or (805) 880-9384.

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.

 

Questions?

Contact our team to help you with your specific needs.