Investment Strategy & Performance
Performance* vs. Benchmark through 12/31/08:
| Latest Quarter | 1 Year | 3 Years | 5 Years | |
| Foundation for MetroWest: | -6.7% | -15.4% | +2.6% | +4.9% |
| Benchmark: | -11.6% | -22.1% | -2.7% | +0.7% |
| S&P 500: | -22.9% | -37.0% | -8.2% | -2.2% |
| Barclays Aggregate Bond Index: | +4.6% | +5.2% | +5.5% | +5.7% |
*60% S&P 500 / 40% Barclays Capital US Aggregate Bond Index Past performance is not necessarily indicative of future returns.
The goal of our investment approach is to provide the highest sustainable, consistent flow of funds to maximize charitable capital and support the Foundation for MetroWest’s mission of helping underserved populations in MetroWest.
To accomplish this, we utilize the following strategies:
- Protect the future purchasing power of the principal of the Foundation for MetroWest’s endowment by reserving an appropriate portion of investment return to offset the cumulative effects of inflation.*
- Manage the spending of endowment yield over time to reduce, as far as possible, undesirable annual variations in the level of support provided by the endowment.*
Through its Investment Portfolio, we offer charitable donors and nonprofit organizations access to institutional investment strategies and management typically available only to large investors. By working with us, donors and nonprofits can capitalize on the benefits of our professional, diversified investment approach.
Effective stewardship of philanthropic assets enables the Foundation for MetroWest to provide charitable planning and fund management to donors and nonprofits in the MetroWest region. We assist donors who value the flexibility and liquidity of grants and donations made today, as well as those seeking growth and income over time.
*In June of 2007, the Foundation for MetroWest changed its investment manager. These figures represent the performance of the Windward Investment Management Diversified Growth Portfolio.
Our Annual Report
Every year we produce an annual report to ensure that our financial records are readily available to donors.Download the Latest Annual Report (PDF) >
Form 990
The IRS Form 990 is titled “Return of Organization Exempt From Income Tax.” It is submitted by tax-exempt organizations and nonprofit organizations to provide the Internal Revenue Service with annual financial information. Click below to get ours.Form 990 for 2008 >
Form 990 for 2007 >
Form 990 for 2006 >
Our Investment Committee
Leveraging their years of experience in companies both large and small these people help insure that the Foundation remains financially robust.Who’s On the Committee >