Your Investment Options & Investment Pool Performance

Option One

Your Financial Advisor Manages Your Fund

If your fund’s assets exceed $100,000, you can benefit from custom investment management by an advisor you already know and trust in a financial advisor managed account. If this option is right for you, simply connect us with your financial advisor and our team will take care of the rest.

Option Two

An Investment Mix Using Greater Horizons’ Investment Pools

Greater Horizons’ investment pools allow you to match your investment strategy with your risk tolerance and long-term objectives for your fund. The pools are organized according to asset class and include the following: Domestic Equity (100% U.S. Stock), International Equity (100% Foreign Stock: 80% Developed Markets and 20% Emerging Markets), Intermediate-Term Fixed Income, Short-Term Fixed Income, and Money Market (Liquidity Account).

You can select a mix from the options below or create your own custom mix.

Option Three

An Investment Mix Using Greater Horizons’ ESG Investment Pools

In addition to the pools listed above, you can choose from three ESG pools that are made up of passive equity investments.

• The Social Impact Pool (70% U.S. Stock and 30% Foreign Stock) invests in organizations that are treating employees and customers fairly and are creating opportunities for the least advantaged. Additionally, the Pool focuses on investment managers from groups that have been traditionally excluded from the asset management industry.
• The Environmental Impact Pool (70% U.S. Stock and 30% Foreign Stock) invests in organizations that are best positioned to address and cope with rising climate risks by reducing carbon emissions, conserving resources, and adopting environmental policies.
• The Broad ESG Impact Pool (70% U.S. Stock and 30% Foreign Stock) invests in organizations that tackle global challenges through commitments to environmental action, diversity and inclusion, and good governance.

Select or Change Your Investments

There are two ways to change your investment options:

• Log in to the giving portal and visit the “Investments” tab.
• Download and complete the Investment Recommendation Form and return to Donor Services at support@greaterhorizons.org or fax 816.842.8079.

Investments are adjusted monthly, and changes are applied on the last day of each month. Changes submitted during or after the last full week of each month will be effective on the last day of the following month.

Investment Performance

The responsibility for managing Greater Horizons’ investment program is vested in our Board of Directors through the Investment Committee. This committee works closely with staff and Greater Horizons’ investment advisors to set policy, establish performance benchmarks and monitor performance. The investment pool percentages in the mix options may change from time to time upon Investment Committee review.

The investment performance summaries are updated monthly, and the investment performance supplemental report is updated quarterly.

Investment Performance Supplemental Reports