Investment Management
Welcome to the Investment Management page for the
Foundation.  Our purpose is to assist churches and
agencies related to the California-Nevada Annual
Conference of the United Methodist Church with the
investment of their reserve and endowment funds in a
socially responsible manner.
Here you will find basic information about our four separate portfolio opportunities, our historical investment performance and additional resources that may be helpful to your church or related agency in managing your particular investments. |
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| Cheri Kraus | |||
| Trust Administrator | |||
| Phone: 800-863-8750 | |||
| Fax: (707) 575-4955 | |||
| Contact Cheri | |||
| Biography | |||
Foundation Funds - July 31, 2008 |
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Asset Manager's Returns 2003-2008 Historical Data |
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| Equity Portfolio | |||
| Asset Allocation Portfolio | |||
| Intermediate Horizon Portfolio | |||
How To Invest |
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| Investment Memorandum April 2008 | |||
| Sample: Revocable Trust Agreement (updated 4/14/2008) | |||
| Investment & Distribution Information Form (updated 4/14/2008) | |||
| Authorized Signatures Form (updated 4/16/2008) | |||
Resources |
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| Common Questions & Answers (updated 4/16/2008) | |||
| Investment Goals Evaluation Form | |||
| Book of Discipline Statements On Socially Responsible Investing (updated 4/16/2008) | |||
| Total Return Spending Policy (updated 4/17/2008) | |||
Links |
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| General Board of Pensions & Health Benefits of the United Methodist Church (SRI) | |||
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