We are committed to stewarding the charitable funds entrusted to us by our donors to get as many dollars as possible out to the causes, nonprofits and communities that they care about.

Our Investment Committee consists of board members and volunteers with extensive institutional investment experience and varied perspectives. With oversight by our board, the committee is responsible for developing and implementing our investment policy, recommending investment managers, and monitoring our investment performance.

The committee works with our investment managers at Brown Brothers Harriman and Boston Trust Walden to preserve and grow our endowment through prudent investment strategies. Our three-pronged asset-allocation approach centers on growth, risk reduction and inflation protection.

Recent Investment Performance

Recent investment performance has followed general market trends for similarly allocated investment portfolios. Our 5-year annualized rate of return keeps us in line with our objectives of achieving perpetuity and making annual grant and scholarship awards that keep pace with inflation from the more than 570 funds we oversee.

Community Foundation of Eastern Connecticut
Pooled Investment Portfolio Performance
YEAR Actual Performance (net of fees)
(calendar)BBH Portfolio BTW Portfolio
202017.9%9.77%
201919%24.6%
2018-1.1%-2.5%
201715.5%16.3%
20165.3%2.0%


5-yr Annualized Return11.32%11.24%