Community Foundation for the Fox Valley RegionInvestment News - Community Foundation for the Fox Valley Region

Consideration of ESG and DEI factors in our investment portfolio

Posted on Nov 8, 2023, by Community Foundation

Recently, a Fox Valley resident asked me if we considered ESG (environmental, social governance) and DEI (diversity, equity and inclusion) factors in our investment strategy. Our primary goal is to generate a sustainable stream of investment return to support the Community Foundation’s programs. Even though we do not have an explicit mandate for most of […]

2022 Review: Back to Reality

Posted on Feb 28, 2023, by Community Foundation

2022 was a challenging year for financial markets, ending with stocks returning -18% and bonds returning -13%. Although diversifying into other asset categories, including commodities and infrastructure, helped dampen the impact of the negative returns, market investors found few places to generate positive returns. While FEG believes there may still be more volatility and negative […]

Former Factory Transitions to “Four Wheel Drive” Museum

Posted on May 5, 2022, by Community Foundation

Did you know that the four-wheel drive was born in Clintonville, Wisconsin? The Four Wheel Drive (FWD)Foundation was formed in 1964 for the purpose of preserving the history of the invention of the first successful four-wheel drive vehicles in the world. The small machine shop located on the corner of Eleventh Street and Memorial Drive […]

Protecting Your Investments from Inflation

Posted on Jan 4, 2022, by Community Foundation

By Kathryn Mawer, CFA, CAIA Vice President / OCIO Advisor, FEG Investment Advisors In the past inflation was expected to be approximately at the Federal Reserve’s target rate of 2%. And since the early 1980s, we have been close to that. But in October 2021, the consumer price index (CPI) leapt to 6.2%. The move […]

Local Investment Committee Determines Financial Strategy

Posted on Jul 22, 2021, by Community Foundation

By Kathryn Mawer, CFA, CAIA Vice President / OCIO Advisor, FEG Investment Advisors One question I often hear from people when their community foundation switches to an Outsourced-Chief Investment Officer (OCIO) model is, “I understand that the OCIO manages my donation, but who manages the OCIO?” Great question! What you may not see at first […]

Investing and 2020: Three things we learned

Posted on Apr 1, 2021, by Community Foundation

By Kathryn Mawer, CFA, CAIA Vice President / OCIO Advisor, FEG Investment Advisors What was your impression of 2020? I don’t know about you, but it seemed to me like “rolling with the punches” was the tagline for the entire year! Amid several critical macro-related events—hostile oil negotiations, the impact of COVID-19 on the global […]

What is the Community Foundation’s Investment Approach?

Posted on Jan 19, 2021, by Community Foundation

By Kathryn Mawer, CFA, CAIA Vice President / OCIO Advisor, FEG Investment Advisors The Community Foundation supports donors, families and nonprofit agencies in their endeavor to make a permanent impact on the community through the use of a long-term approach called an endowment. The endowment accepts, holds and invests donations from charitable contributors for distribution […]

Category Archives

2022 Review: Back to Reality

Former Factory Transitions to “Four Wheel Drive” Museum

Protecting Your Investments from Inflation

Local Investment Committee Determines Financial Strategy

Investing and 2020: Three things we learned

What is the Community Foundation’s Investment Approach?

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