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:
Short-Term
Moderate-Term
Long-Term
Values-Aligned Investing
N/A
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:
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:
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
| CORE INVESTMENT POOLS: | SHORT-TERM | MODERATE-TERM | LONG-TERM |
|---|---|---|---|
| Values-Aligned Investing | N/A | 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 |
| JLENS: | 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: | 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 |