With assets of approximately $904 million as of Dec. 31, 2017, 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
13%
Mid Cap Equity
6%
Small Cap Equity
6%
International Equity
16%
Emerging Market Equity 
7%
Opportunistic/Special Situations 9%
Alternative investments
20%
High Yield Bonds
3%
Fixed Income
13%
Tips
3%
Global Bonds
4%

 

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

Contact a member of our philanthropic services team to learn more about starting a fund

2017 Annual Report

Annual-Report-th.jpg 

For an overview of last year’s financial performance, read our 2017 annual report.