Investment Management

Investment Policy and Performance

NCCF has established a thorough and flexible investment policy designed to maximize total return consistent with an acceptable level of risk. It is overseen by an experienced, well-qualified Finance Committee of the Board of Directors.

The overriding investment objectives for NCCF are:

• Preserving capital though the establishment of prudent investment quality standards and diversification to cushion assets against losses in value.
• Provision for inflation protection, seeking to maintain a reasonable balance between preserving purchasing power and preserving capital.
• Maximization of total investment return, both realized and unrealized, consistent with the above principles.
• Through the appointment of strong money managers and the use of diversification and rebalancing methods, NCCF has achieved returns in line with or greater than the broad market averages and well in excess of inflation.
• NCCF's Finance Committee has structured our endowment's investments to achieve long term growth through diversification among experienced investment managers. Our assets allocation strategy among cash, fixed income and equities should ensure limited exposure to negative market volatility, while capturing a meaningful proportion of market gains.

For more information, please call the Foundation office at 966-0231