Investment Options


Taking care of the future


The Denver Foundation’s investment performance is consistently strong, in good times as well as bad. The foundation’s investment committee (listed below) reviews recommendations and reporting from our investment advisory firm, NEPC. Our approach is moderately conservative, designed to grow charitable assets over the long term and avoid the extremes of the market.

We’ll work with you to determine the investment strategy that will best achieve your objectives.

 

Investment pools


Long-Term Balanced Pool

The majority of Denver Foundation funds are invested in a unitized investment pool that includes highly diversified investments across a number of asset classes managed by over 50 fund managers. This pool has exceeded 8% growth over the last 10 years.

 

Sustainable and Responsible Investment Pool

The Denver Foundation offers a Sustainable and Responsible Investment (SRI) Pool for donors interested in aligning their investing with their values. This pool is separate from the foundation’s unitized portfolio and invests in a mix of socially responsible mutual funds.

 

Index Pool

The Index Pool is a broad investment portfolio of passive investments designed to provide long-term asset growth.

2022 Investment Committee


The investment committee of the foundation is responsible for implementing the Investment Policy Statement, as adopted by the board of trustees, and for monitoring and directing performance activity on an ongoing basis to ensure that long-term investment objectives are being met. The investment committee consists of professionals who volunteer their time and insights to steward the foundation’s assets.

Carey Dobbertin, Chair
Christina Raya, CFP, Senior Vice President and Managing Director for PNC Asset Management
Mark Newhouse, Co-Founder, Left Behind Workers Fund | General Partner, Innosphere Fund
Barbara M. Baumann, President, Cross Creek Energy Corporation
Kathy Lutito, President and Chief Investment Officer, CenturyLink Investment Management
Karen M. Robinson, Co-Founder, Managing Director at Cook Street Consulting, Inc.
Marion Chebet, Sr. Portfolio Manager & Director of Impact Investing, Johnson Financial Group, LLC

2021 Treasurer's Report

Our Investment Consultant


NEPC is one of the industry’s largest independent, full-service investment consulting firms. The firm serves large endowments and community foundations, with total assets under management (AUM) over $1.1 trillion. The Investment Committee was most impressed with the co-lead consultants’ capacity and deep expertise to oversee the Foundation’s portfolios and direct the overall investment strategies.