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 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.

 

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 percent growth over the last 10 years.

 

Sustainable and Responsible Investing

The Denver Foundation offers a Sustainable and Responsible Investing (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.

2020 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.