The Virginia Baptist Foundation currently offers a money market investment option and a certificate of deposit investment option. These investment options allow foundation clients to further diversify the asset allocations of their respective investment portfolios. Clients may use these options to invest funds that may have short-term investment horizons or as a part of their long term investment strategy.
Portfolios
The Virginia Baptist Foundation Equity Portfolio seeks long-term capital appreciation. The portfolio provides an investment vehicle directed by a diversified team of managers with the flexibility to invest across all market capitalizations and industry sectors of both U. S. and international corporations similar to those represented in the Standard & Poor’s 500 and MSCI-EAFE Indices. The equity portfolio is well diversified with over 450 equity positions and 14 different investment managers. While diversified investing helps reduce risk, the portfolio investments will be subject to the market fluctuation and risks inherent in all equity securities.
Certificates of Deposit
In its capacity as trustee or as agent for certain charitable trusts or accounts which it manages for Virginia Baptist organizations, entities, affiliates and other beneficiaries, the Virginia Baptist Foundation, currently offers a money market investment option and a certificate of deposit investment option. These investment options allow foundation clients to further diversify the asset allocations of their respective investment portfolios. Clients may use these options to invest funds that may have short-term investment horizons or as a part of their long-term investment strategies.