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Our Investment Strategy: Three Important Points

 

 


The San Diego Foundation maintains a 3-point investment strategy to maximize fund assets and minimize risk.

  1. Diversification

    • Asset Allocation
    • Style Allocation
    • Multiple Managers

  2. Professional Investment Management

    • Ten Investment Managers
    • Selected from National Database

  3. Performance Monitoring

    • Investment Consultant
    • Active Investment Committee and Staff




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