CFHZ Investment Update

PLEASE CLICK HERE TO WATCH OUR INVESTMENT UPDATE!

The Community Foundation of the Holland/Zeeland Area is the steward of more than $80 million in philanthropic assets. We are host to more than 650 philanthropic funds including our Community’s Endowment and donor service funds. During this time of financial uncertainty and deep crises, the stewardship of our community’s philanthropic capital entrusted to us is paramount.

In a recent webinar, Jim Wiersma, chair of the CFHZ Investment Committee discussed CFHZ’s investment policy and governance process. CFHZ’s investment consultant, NEPC, provided a brief market update and detailed profile and performance update of our main investment portfolio which houses our Community’s Endowment assets and the majority of our donor service funds.

Our thanks to the following contributors:

James Wiersma                               
President
Family Investment and Resource Management LLC
CFHZ Trustee and Chair of Investment Committee

Catherine Konicki, CFA, CAIA                        
Partner
NEPC

Michael Valchine, CAIA, CIPM
Principal, Senior Consultant
NEPC