The Federation has investment pool options for short, moderate, and longer term realization horizons, including active and passively managed funds with or without an ESG Lens. Our external investment advisors at Mercer oversee the active management and of the ESG pools, and set up and monitor the passive pools to keep fees lower in those pools.
Investment Pool Fact Sheets
Core Investment Pools
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| Investment Details | Short-Term | Moderate-Term | Long-Term |
|---|---|---|---|
| Values-Aligned Investing | N/A | Investments score higher on “ESG” factors: environmental, social, governance | Investments score higher on “ESG” factors: environmental, social, governance |
| Investment Time Horizon | Shorter than 2 years | 2-5 years | 5+ years |
| Investment Objectives | Preservation of capital, very modest income with no expectation of growth | Income, with modest expectation of growth, and modest degree of short-term fluctuations in value | Long-term growth, with likelihood of short-term fluctuations in value |
| How the Pool is Invested | 100% short-term high-quality money market investments | Diversified portfolio emphasizing bonds (65%), with modest allocation to global stocks (35%) | Diversified portfolio emphasizing global stocks (70%), with modest allocation to bonds (30%) |
JLens
| Investment Details | Long-Term |
|---|---|
| Values-Aligned Investing | Investments score well on Jewish Values criteria + shareholder advocacy |
| Investment Time Horizon | 5+ years |
| Investment Objectives | Long-term growth, with likelihood of short-term fluctuations in value |
| How the Strategy is Invested | 100% large cap domestic stocks |
Passive Pools
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| Investment Details | Moderate-Term Passive | Long-Term Passive |
|---|---|---|
| Investments | See Moderate-Term, above | See Long-Term, above |
| Implementation | Only index funds, no ESG factors | Only index funds, no ESG factors |