In 2001, recognizing the potential of local investments to enhance community health and vibrancy, VCF began allocating 5% of its assets to Vermont-based companies and organizations. This pioneering approach, known as mission or impact investing, has gained widespread interest. VCF’s leadership in this area led to the development of the Community Foundation Field Guide to Impact Investing (linked below)... an>, which is now a resource for community foundations nationwide.
Financials & Investments
The Foundation invests its assets to balance today’s needs with long-term sustainability—allowing us to effectively respond to emerging needs for generations to come.
We implement a diversified asset management strategy through a team of experienced investment professionals. Business and finance experts on our investment committee provide regular oversight.
Financial Documents
Quarterly Investment Calls
Our Investment Committee
The Vermont Community Foundation continually reviews its asset allocation strategy and manager selection. Our key to long-term success includes a combination of highly skilled investment managers and a strong, intelligent discipline with regard to asset allocation.
Assisting the Foundation with these functions is our experienced Investment Committee:
- Tim Briglin, Chair
Co-founder, Tuckerman Capital - Rodney Buck
Owner, Buck Capital Management - Mark Foley
President, Foley Services - Tammy E. Newmark
Managing Partner & CEO, EcoEnterprises Fund - Julie Won
Partner, Head of Research Hanson & Doremus
Consultant
Mike Miller, CFA
Chief Investment Officer
Crewcial Partners (formerly known as Colonial Consulting)
Crewcial Partners provides manager performance information and evaluations monthly. In addition, it carefully monitors each investment manager’s portfolio, reporting any issues to the Foundation.
Crewcial also puts out quarterly commentary pieces. Click here to read the latest and select latest quarter update from their top menu.