Investments

Investment management of Valley Community Foundation funds is overseen by The Community Foundation for Greater New Haven's Board of Directors. The Board's Investment Committee recommends all modifications to the Statement of Investment Policy, sets market-driven performance benchmarks, and monitors all practices and performance of the underlying investment.

Each document below shows a snapshot of the relative investment performance of The Community Foundation for Greater New Haven's Corporation, including those endowments managed for the Valley Community Foundation, and its two largest trustee banks, and includes each entity's market-driven investment performance benchmark as reported by Colonial Consulting LLC.