InFaith Investment Conference Call

8.4.14

Conference Call SpeakersWelcomeRev. John Sabatelli, Board Chair

InFaith UpdatesChris Andersen, President & Executive Director

Serving DonorsRebecca W. Sauer, Senior Associate of Donor Services

Investment UpdateCambridge Associates, Investment Advisor slide 2

Our Invitation

• To speak in faith• To engage in community• To live in possibilities• To commit to stewardship• To express deep joy

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Gifts to Community

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Introducing DonorView

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Strong Stewardship

• Commitment to highest standards• Investments typically exceed

benchmarks• Top rating from Charity Navigator

for sound fiscal management• GuideStar “Gold” for commitment

to transparency

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Market Performance

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Stewardship of Assets

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Annual Returns 6.30.14   

Growth Portfolio 

Mission Portfolio

  Growth Portfolio

TargetBenchmark

 

Quarterly return 3.5% 3.9% 2.8%

1-year return 16.6% 16.9% 16.4%

3-year annualized return 7.5% 7.5% 7.0%

5-year annualized return 11.6% 10.9% n/a

10-year annualized return

6.5% 6.1% n/a

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U.S. Earnings:Strong and Expected to Drop

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U.S. Bonds Market:Generating Healthy Year-to-Date Gains

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Equity Valuations:Reasonable Except for U.S. Which Appears Expensive

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SPREADING JOY. CHANGING LIVES.

Contact Us: 800.365.4172 InFaithFound.org