OUR INVESTMENT PORTFOLIO
INVESTMENT MANAGEMENT
The JCF Investment Committee is responsible for the management of the JCF portfolio. The committee employs independent expert advisors who assist in developing the Foundation’s overall investment philosophy and guidelines. The advisors also recommend to the committee various fund managers to handle the day-to-day management of the Foundation’s portfolio. The portfolio is well diversified and the assets in our portfolio are allocated 55% to equities and 35% to fixed income and 10% to alternative investments. A more detailed asset allocation is available by clicking on the link below.
| Asset Class |
Target |
| Domestic Equities (Large Capitalization Growth) |
15% |
| Domestic Equities (Large Capitalization Value) |
15% |
| Domestic Equities (Small/Mid Capitalization Growth) |
5% |
| Domestic Equities (Small/Mid Capitalization Value) |
5% |
| International Equities | 15% |
| Fixed Income | 35% |
| Alternative Investments | 10% |
Recent portfolio performance can be seen on the JCF’s
Quarterly Investment Performance and Asset Summary.