With assets of approximately $841 million as of Dec. 31, 2014, the Greater Milwaukee Foundation is able to provide donors investment options that provide strong investment performance. 

GMF Investment Pool

This portfolio includes a diverse mix of equities, fixed income and alternative investments. The goal: to generate highly competitive investment returns that support grantmaking, while ensuring that each fund’s principal growth equals or exceeds the rate of inflation. The table below shows the pool’s target asset mix.

Investment Categories

Target Asset Allocations

Large Cap Equity
14%
Mid Cap Equity
7%
Small Cap Equity
7%
International Equity
15%
Emerging Market Equity 
6%
Alternative investments
23%
High Yield Bonds
4%
Fixed Income
16%
Tips
3%
Global Bonds
5%

 

Trustee Banks

The investment return expectations for our trustee banks mirror those of the GMF Investment Pool. Donors who prefer a permanent relationship with a trustee bank may indicate their preference for one of three trustee bank investment pools:

  • U.S. Bank 
  • BMO Global Asset Management 
  • JPMorgan Chase Trust Pool

Learn More

larson-tim.jpgContact a member of our philanthropic services team to learn more about starting a fund

2015 Annual Report

AR2016 Cover.jpg 

 

For an overview of last year’s financial performance, read our 2015 annual report.