Financial Information

Our Investment Philosophy: Earn a healthy return while protecting assets.

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.

• Investment Strategy
• Investment Performance Summary
• Three & Five Year Risk vs. Return
• Balanced Pool Asset Allocation
• Investment Managers and Performance
• Total Assets
• Common Financial Questions