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Investment Options

Donors expect the St. Croix Valley Foundation (SCVF) to manage assets carefully, to meet their philanthropic goals today and into the future. Assets are prudently invested to ensure grants can be made to address current community needs, while also preserving and increasing assets for future generations. Investments are monitored by our Finance and Investment Committee, which works closely with an investment advisor specializing in nonprofit investments.
SCVF offers four investment pools to meet your philanthropic objectives. You will want to select an investment pool that is aligned with your grantmaking timeline. We recommend that you review your expected grantmaking time horizon and investment allocations annually.

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Actual returns will fluctuate and may be negative from year to year. Investment expenses may vary due to changes in the portfolio. Investment expenses do not include the administrative fee charged by SCVF. This publication provides general information. SCVF is not engaged in rendering legal, financial or tax advice; as such, please consult with your financial or legal advisor.

     

Scroll down for more information on the St. Croix Valley Foundation ESG option.

For additional information on any Fund Portfolio option, please contact:

           

EMILY LOWNSBURY

Director of Finance & Operations

St. Croix Valley Foundation

elownsbury@scvfoundation.org

715-386-9490

To be included in the ESG portfolio, publicly-traded companies must meet a threshold for corporate policies and actions which do not negatively impact, and indeed promote, factors related to:

  • a healthy environment (E

  • social well-being (S)

  • transparent and inclusive corporate governance (G)  

ESG factors are reviewed alongside regular long-term financial assessments. Companies in the ESG portfolio seek to gain both financial and societal benefits, maximizing good and profit.

 

Why ESG Now?

Responsive investing has been an evolving investment strategy over the past 20 years, gaining traction among investors and gaining influence throughout boardrooms worldwide. In 2020, sustainable investment strategies represented 33% of total U.S. assets under professional management (up 42% since 2018)*. Investor demand is impacting corporate participation and behavior.

Long-term ESG  Portfolio vs. Long-term Portfolio

In both the Long-term ESG and Long-term Portfolios financial investment returns are never guaranteed, and market fluctuations will always occur.

 

Regarding ESG, a growing body of research has found that investment returns are not sacrificed in order to invest responsibly. Research has shown that evaluating a company based on ESG factors can help mitigate long-term risk. 

If I Move To The ESG Portfolio, Will My Fees Increase? 

SCVF will NOT increase fees for funds moved into the ESG portfolio. 

Does My Fund Qualify?

The ESG fund portfolio maintains a long-term investment strategy. Therefore, all long-term endowed or long-term non-endowed funds qualify and can be shifted to the ESG fund portfolio.

Timing

Future opportunities to alter portfolio fund investment options will be presented each Spring. 

Resources:

FEG--Responsive Investing

FEG--Definitions and Trends

U.S. News & World Report--ESG Investing Trends 2021

*The Forum for Sustainable and Responsible Investment, 2020 Overview

          

 

Additional questions? Contact Emily Lownsbury, SCVF Director of Finance & Operations or call us at 715-386-9490

More About ESG

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Environmental

Social

Governance

ESG is a holistic view of all aspects that can impact security value. ESG factors are a subset of non-financial performance indicators which include sustainable, ethical and corporate governance issues.

       

FEG Investment Advisors

More about ESG
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