Financials

When you invest with CICF, our financial management team works directly with you to maximize returns and minimize volatility. We offer three investment options—a long-term pool, a short-term pool, and a balanced pool—so you can choose the one that best fits your philanthropic and financial goals. Our expert investment management staff monitors all funds constantly, ensuring a sound investment strategy for our fundholders.

Learn about our investment options:

Long-Term Pool

Best if you want: Long-term growth through a globally diversified portfolio
Grant-making time horizon: 5 years or more
Portfolio breakdown:

- 26% private equity
- 14% flexible capital
- 9% fixed income
- 43% equities
- 2% cash
- 7% real assets

Click here for more information about our long-term pool

Short-Term Duration Pool

Best if you want: More liquidity and maximization of capital preservation
Grant-making time horizon: 1-5 years
Portfolio breakdown:

- 42% money market securities
- 26% fixed income securities
- 32% cash

Click here for more information about our short-term pool.

BALANCED POOL

Best if you want: A simple, low cost and liquid alternative to the Long-Term Pool.
Grant-making time horizon: 3 years or more
Portfolio breakdown:

- 29% US equities
- 28% international equities
- 43% fixed income
- 10% cash

Click here for more information about our balanced pool.

Investment Performance

The chart below illustrates Central Indiana Community Foundation’s quarterly investment performance, net of investment fees as of Sep. 30, 2022

	THREE MONTHS	2022 YTD	ONE YEAR	THREE YEARS	FIVE YEARS	TEN YEARS
Long-Term Pool	4.5%	-12.8%	-12.8%	8.2%	7.0%	7.2%
Policy Benchmark*	5.1%	-11.8%	-11.8%	6.1%	5.8%	6.5%
Balanced Pool	7.0%	-15.4%	-15.4%	1.4%	---	---
Policy Benchmark**	6.6%	-16.0%	-16.0%	1.6%	---	---
Short-Term Pool	0.3%	0.9%	0.9%	0.9%	1.0%	0.8%