Our commitment is to maintain and grow the charitable assets entrusted
to us. The San Diego Foundation's investment program benefits significantly
from broad diversification which reduces the overall risk of the
portfolio and provides for long-term growth. Endowment assets are
placed with highly qualified investment managers and monitored closely
by our Investment Committee. This structured approach sets the groundwork
for a promising future.
| Domestic Equity
Large Cap Value
Sanford Bernstein & Co.
1999 Avenue of the Stars
Los Angeles, CA 90067-6123
Contact: Bob Prusiewicz
(212) 756-4249 |
Fixed Income
Core Fixed Income
Reams Asset Management
227 Washington Street, PO Box 727
Columbus, IN 47202
Contact: David B. McKinney
(812) 372-6606 |
Indexed Equity - S&P 500
State Street Global Advisors
One Market Street, Steurt Tower, Suite 1700
San Francisco, CA 94105
Contact: Matt Bassista
(415) 836-9812 |
Core Fixed Income
Metropolitan West Asset Management
11766 Wilshire Blvd., Suite #1580
Los Angeles, CA 90025
Contact: Pat Moore
(310) 966-8949 |
Indexed Equity - Russell 1000
Growth
State Street Global Advisors
One Market Street, Steurt Tower, Suite 1700
San Francisco, CA 94105
Contact: Matt Bassista
(415) 836-9812
|
Real Return Fixed Income
PIMCO
840 Newport Center Drive
Newport Beach, CA 92660
Contact: Mark Romano
(800) 927-4648 |
Small Cap Value
Nicholas Applegate
600 West Broadway
San Diego, CA 92101
Contact: Catherine Rich
(619) 687-8000 |
Alternative
Archstone Partnerships
383 Madison Avenue, 26th Floor
New York, NY 10179
Contact: Joe Pignatelli
(212) 272-7900 |
Small Cap Growth
Wall Street Associates
1200 Prospect Street, Suite #100
La Jolla, CA 92037
Contact: Ken McCain
(858) 551-2100 |
Harris Associates, L.P
2 North LaSalle Street, Suite #500
Chicago, IL 60602
Contact: Ron Rolighed
(312) 621-5397 |
International Equity
International Large Cap Equity
Capital Research & Management Co.
333 S. Hope Street, 51st Floor
Los Angeles, CA 90071
Contact: Martin Cosgrove
(213) 486-9630 |
PIMCO
840 Newport Center Drive
Newport Beach, CA 92660
Contact: Mark Romano
(800) 927-4648 Investment Consultant
|
| International Small Cap
Equity
Grantham, Mayo & Van Ottorloo
40 Rowes Wharf
Boston, MA 02110
Contact: Brad Hilsabeck
(617) 330-7500 |
Wurts & Associates
2321 Rosecrans Avenue, Suite #2250
Segundo, CA 90245
Contact: John West
(310) 297-1777
|