Socially Responsible Investment (SRI) Pool
The Socially Responsible Investment (SRI) Pool extends The Denver Foundation’s mission by giving fundholders the option to invest a portion of their funds in a manner consistent with their values. This pool is separate from the Foundation’s unitized portfolio and invests in a mix of socially-responsible funds.
Why are we offering this option?
The Forum for Sustainable and Responsible Investment estimates that 12% of the professionally-managed assets in the United States are now invested in socially-responsible funds. The Denver Foundation’s Board of Trustees and Investment Committee believe it is important to offer this option to our donors.
How does it work?
Donors can choose to invest all or a portion of the balance of their funds in the SRI pool ($10,000 minimum). The Philanthropic Services Group can help with the details.
The investments in the SRI Pool are designed to preserve and enhance the value of this pool of assets by providing long-term growth greater than inflation, and in keeping with the overall rates of returns from the financial benchmarks. The mix of asset managers is selected to maintain a prudent investment risk profile.
The Denver Foundation consistently ranks among the top institutional investors nationwide, and although our portfolio is diverse and relatively conservative, due to the nature of the markets, it can lose money in any particular month, quarter, or year. The same is true of the portion of the portfolio invested in the SRI Pool. It is also important to recognize that because of the nature of the markets, it is possible that in any particular time period the unitized portfolio will out-perform the SRI Pool, or vice versa.