Quarterly Update

Information for the Diocesan Foundation has been updated for the fourth quarter of 2020. Highlights:

  • Investment gains for the quarter totaled $12 million; for the year $17.5 million
  • Quarter gain percentage of 11.6%; for the year 18.3%
  • Total assets at year-end totaled $115.7 million–a new high
  • Foundation managers outperformed other managers and passive indices by significant amounts for the year.

We can all be thankful that in a year when many things were dark, investment markets were a bright spot.

1 thought on “Quarterly Update

  1. What apparently excellent and prudent financial decision-making and management for diocesan assets under management.

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