Which is the most important foundation? Yours!
FoundationAdvocate’s affiliated site, FoundationMark, provides free in depth performance reports to trustees. If you’d like yours, request it here.
FoundationMark reports are designed to answer a few core questions that trustees may have:
Foundations can see their estimated performance and FoundationMark Star Rating as well as performance versus the relevant FoundationMark Index.
Trustees can graphically see the effect of their cumulative performance in relation to the stock market, bond market, and other foundations.
Often referred to as a ‘Periodic Table of Asset Classes’, the chart below shows which asset classes fared better or worse than others as well as where your foundation’s performance fit in.
In a universe of 40,000 foundations, there are bound to be foundations that have a lot of common characteristics with yours. FoundationMark groups foundations by asset size and portfolio strategy to create truly representative peer groups.
Foundations are required to disclose their investment expenses, FoundationMark compares foundations’ investment expense with similar sized foundations.
Foundations can see a 5-year overview of their assets, grants, and expenses.
Interested in a free FoundationMark report on your foundation’s investment performance? click here
E-Mail: info@FoundationAdvocate.com