Investment Pools

The Catholic Community Foundation and its partner, JP Morgan, have constructed four internal investment pools that are designed to provide a variety of risk and return profiles.

The pools are compliant with USCCB standards and are actively managed, so that you can have the peace of mind that qualified professionals are constantly reviewing and updating the investment mix as needed.

1. Growth Pool

  • Seeks long-term capital growth through diversified multi-asset class investing.
  • Designed for long-term oriented philanthropic time horizons:
    • Donor Advised funds that eye conversion to endowment or funds are expected to expended beyond 10 years.
    • Endowments.

2. Conservative Growth / Intermediate Pool

  • Seeks capital growth with moderate volatility, which is intended to preserve the principal investment with average to moderate growth.
  • Designed for philanthropic individuals with current and ongoing granting and anticipate to continue for the next 3-10 years.

3. Short term Pool

  • Seeks to keep pace with inflation by investing in low risk cash and cash equivalents.
  • Designed for short-term philanthropic individuals who anticipate contributing and granting funds within a time horizon of 1 year or less.

4. Fixed Income Pool

  • Seeks to achieve predictable growth with limited fluctuations, through a diversified bond portfolio of corporate and government bonds.
  • Ideal for individuals or agencies that are seeking less volatility and have a short-term use horizon for invested dollars.

5. Catholic Savings Pool

2020 Monthly JP Morgan Flash Report

Date Intermediate Pool Endowment Pool
February 29 Download Report Download Report
January 31 Download Report Download Report

2019 Monthly JP Morgan Flash Report