INVESTMENT POLICIES
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.
MEMBERS
Ellen Fishwick Martin, Chair
Robert P. Bremner
Kate W. Carr
Terence W. Collins
Jeremiah deMichaelis
Paul Gambal
M. Anthony Gould
Nicholas Haffenreffer
Wardell Townsend
Gay Truscott
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
Performance Report – June 30, 2024
Performance Report – March 31, 2024
Performance Report – December 31, 2023
Performance Report – September, 30 2023
Performance Report – June, 2023
Performance Report – March 31, 2023
For more information about the Investment Committee, please contact Ellen Fishwick Martin, Chair, or the Rev. Canon Andrew Walter, Canon to the Ordinary and Chief Operating Officer.
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
