The Diocesan Investment Committee, composed of Episcopalians with experience in the financial industry, provides general oversight of the fund. The Committee establishes a policy that details the appropriate asset allocation guidelines for the fund, and meets regularly with the investment manager.
The fund has been managed by Vanguard, subject to the oversight of the committee. The assets of the fund are held in a custodial account with Wilmington Trust, a division of M&T Bank.
While many participants have established planned periodic withdrawals from the fund, generally from dividends and interest, the committee believes that the fund is most appropriate for participants who plan to have the majority of their assets invested in the Fund for at least a three-to-five-year time frame.
Diocesan staff contact: The Rev. Canon Andrew Walter
Diocesan Investment Policy
The Diocesan Investment Policy may be found here.
The policy limits investment in any entity that derives substantial income from the manufacture, distribution or sale of firearms, alcohol, tobacco, and other products or services that conflict with the Christian mission of the diocese.
Diocesan Investment Fund Performance Reports
SUSTAINABLE AND RESPONSIBLE INVESTING
Sustainable and responsible investing (SRI), also known as socially responsible investing, is a type of asset management that reflects social, ethical, and environmental values. Learn more