Financials & Publications

Financial Statements & Independent Auditor's Report

Brochures

Foundation for MetroWest

Investment Performance

The Foundation’s investment portfolio is a thoughtful, professionally managed portfolio allocated across the global markets. It is very well diversified in terms of its exposure to multiple stocks and bond markets, publicly traded real estate, commodities and currencies. The aim is to have a portfolio that will grow over time while taking reasonable risk given that the investment mix must accommodate the Foundation’s expenditures. 

Northern Trust Company manages the Foundation's portfolio. Our investment committee, comprised primarily of investment industry practitioners and veterans, meets regularly to review Northern Trust’s performance. 

For a full understanding of the Foundation's for MetroWest's investment performance and strategy, please click herefor our Investment Policy Statement, click here.

Performance as of 12/31/2016

 

Actual

Benchmark 

1 Year

7.01%

7.40% 

3 Year

2.22%

2.46% 

5 Year

5.21%

5.76% 

Inception

4.20%

3.17% 


All time periods over 1 year all annualized. Inception is June 20, 2007.
The benchmark is a blend of asset class indices weighted by our target asset allocation.