The Chester County Community Foundation is committed to prudent investment strategies and fiscal policies which the Foundation believes will lead to the long-term growth of endowment fund principal and meet spending policy objectives. The Community Foundation seeks to preserve and enhance the value of the portfolio’s assets by providing long-term growth greater than the rate of inflation and fee costs, while recognizing that prudent risks must be taken.
Endowed funds are pooled assets that receive a monthly posting of the investment returns allocated on a pro rata basis based. Professional investment managers meet with the Investment Committee at least quarterly to review the investment portfolio and assess investment performance.
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