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Investment Results (Member Asset Management)


In 1998, Barnabas Foundation made a strategic decision to professionalize the oversight and management of our investments. The goal was to allocate the investments across a diversified portfolio and hire nationally-recognized managers to invest funds in their areas of expertise in order to maximize returns.

There are currently eight investment management firms handling our portfolio.  The performance of each manager is measured against their assigned benchmark monthly and reported to our Investment Committee.  Each of the managers is evaluated and reviewed by our investment committee on a regular basis.  The 5 year annualized return of each of our funds is demonstrated in the charts below.


This chart shows the net investment returns of each manager compared to their respective benchmark for the past 5 years of their relationship with Barnabas Foundation
 
   
         
   



 

 


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