Investment Policy

The Catholic Foundation’s Investment Policy, as determined by the Board of Trustees, reflects its commitment to preserve and protect the corpus of all Unrestricted Assets while providing a sustainable flow of funds to support the mission of the Foundation.

The Investment Strategy targets a real rate of return (in excess of inflation) of 5 ½ percent over the Investment Time Horizon of at least 10 years.

Foundation assets may be invested in separately managed accounts, mutual funds, or individual securities, and are broadly diversified.  Permissible investments include domestic equities, international equities, and fixed income securities.  For domestic equities, international equities and fixed income securities, only investment advisers registered under or exempt from the Investment Advisors Act of 1940 whose performance is audited or audit-verifiable are eligible.

The Catholic Foundation | 12222 Merit Drive, Suite 850, Dallas, TX 75251| 972.661.9792 phone | 972.661.0140 fax |