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How We Invest

We Invest for the Long Term

Arkansas Community Foundation helps you protect, grow and direct your charitable dollars. When you establish a fund or endowment at the Community Foundation, your gift continues to grow and benefit your community now and in the future.

How We Invest

The majority of our endowed funds are pooled together and invested as a group. We use the "prudent investment rule" in all of our investment considerations. This strategy is based on the Total Return concept, which allows investment managers to focus on maximum total return from capital appreciation, dividends and interest.

Performance Objective

Our long-term investment objective is an annualized rate of return of 7.4% net of investment fees. This objective is comprised of the annual spending rate plus inflation, administrative costs and a growth factor.

Investment Advisors

Our Finance Committee, along with investment manager Mercer, develops investment objectives and policy and asset allocation, and selects managers appropriate for each asset class. Manager performance is then closely monitored on an ongoing basis.

Other Partnerships

In order to provide flexibility, we've formed an alliance with American Funds to give our donors options and allow individual brokers to maintain an ongoing interest in the investment assets donated by their clients.

Our investment policy allows the use of Independent Investing Managers in certain instances. Contact Heather Larkin at hlarkin@arcf.org to learn more.

Asset Allocation, Fiscal Year 2016

Our strategic asset allocation diversifies investments to achieve long-term growth while minimizing risk:

Allocation as of June 30, 2016:

Investment Performance, Fiscal Year 2016

Click to See 2016 Annual Report

Our affiliate offices work locally in every corner of Arkansas. Find the affiliate near you.

Giving Locally

Contact

Phone: (501) 372-1116
Fax: (501) 372-1166
Email Us

Location

1400 West Markham
Suite 206
Little Rock, AR 72201
Directions

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