With assets over $1 billion as of June 30, 2022, the Greater Milwaukee Foundation is able to provide donors investment options that provide strong investment performance.
This portfolio includes a diverse mix of equities, fixed income and alternative investments. The goal: to generate highly competitive investment returns that support grantmaking, while ensuring that each fund’s principal growth equals or exceeds the rate of inflation. The table below shows the pool’s target asset mix.
Investment Categories |
Target Asset Allocations |
|
Large Cap Equity
|
13%
|
|
Mid Cap Equity
|
5%
|
|
Small Cap Equity
|
6%
|
|
International Equity
|
16%
|
|
Emerging Market Equity
|
4%
|
| Opportunistic/Special Situations | 18% |
|
Alternative investments
|
21%
|
|
Mission Related Investments
|
5%
|
|
Fixed Income
|
6%
|
|
Tips
|
3% |
|
Global Bonds
|
3% |
The investment return expectations for our trustee banks mirror those of the GMF Investment Pool. Donors who prefer a permanent relationship with a trustee bank may indicate their preference for one of three trustee bank investment pools:
