infaith investment conference call 8.4.14
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InFaith Investment Conference Call 8.4.14. Conference Call Speakers. Welcome Rev. John Sabatelli, Board Chair InFaith Updates Chris Andersen, President & Executive Director Serving Donors Rebecca W. Sauer, Senior Associate of Donor Services Investment Update - PowerPoint PPT PresentationTRANSCRIPT
InFaith Investment Conference Call
8.4.14
Conference Call SpeakersWelcomeRev. John Sabatelli, Board Chair
InFaith UpdatesChris Andersen, President & Executive Director
Serving DonorsRebecca W. Sauer, Senior Associate of Donor Services
Investment UpdateCambridge Associates, Investment Advisor slide 2
Our Invitation
• To speak in faith• To engage in community• To live in possibilities• To commit to stewardship• To express deep joy
slide 3
Gifts to Community
slide 4
Introducing DonorView
slide 5
Strong Stewardship
• Commitment to highest standards• Investments typically exceed
benchmarks• Top rating from Charity Navigator
for sound fiscal management• GuideStar “Gold” for commitment
to transparency
slide 6
Market Performance
slide 7
Stewardship of Assets
slide 8
Annual Returns 6.30.14
Growth Portfolio
Mission Portfolio
Growth Portfolio
TargetBenchmark
Quarterly return 3.5% 3.9% 2.8%
1-year return 16.6% 16.9% 16.4%
3-year annualized return 7.5% 7.5% 7.0%
5-year annualized return 11.6% 10.9% n/a
10-year annualized return
6.5% 6.1% n/a
slide 9
U.S. Earnings:Strong and Expected to Drop
slide 10
U.S. Bonds Market:Generating Healthy Year-to-Date Gains
slide 12
Equity Valuations:Reasonable Except for U.S. Which Appears Expensive
slide 11
SPREADING JOY. CHANGING LIVES.
Contact Us: 800.365.4172 InFaithFound.org