The Investment Committee of the Rancho Santa Fe Foundation Board of Directors makes asset allocation decisions for the Managed Pool of assets at the Foundation.
This diversified portfolio of assets is invested in indexed mutual funds at The Vanguard Group. The Managed Pool is designed to support a distribution rate of 5%, while at the same time increasing the value of the corpus at a rate greater than inflation, net of grant distributions and expenses.
The following documents provide current investment allocation and performance data. For further financial information about the Rancho Santa Fe Foundation, please see our financial reports.
Investment Allocation and Performance, as of August 31, 2018
Investment Return Comparisons with Benchmarks, January – June 2018
Investment Policy and Asset Allocation Guidelines
Rancho Santa Fe Foundation Investment Committee & Advisors
As stewards of the RSF Foundation’s assets, the investment committee holds itself to the highest standards of professional ethical performance.
Terry Atkinson, Atkinson Management Consulting
Ed Blodgett (Chairman), Retired, Director, Private Client Group
Brandes Investment Partners, LLP
Mark Holmlund, Retired, EVP and CIO
Pacific Life Insurance Company
Mark Petrie, Principal
Managing Partner, CoastEdge Partners, LLC
Rich Carlson,* Retired, President, RCS Asset Management, Rockefeller & Co.
Mike Collins,* Portfolio Manager, Messner & Smith Investment Management
Connie Levi,* Director
Ken Little,* Partner & Managing Director of Investments, Brandes Investment Partners, LLP
Richard A. Sapp,* Retired, General Partner of Goldman, Sachs & Co.
John Seiber,* SVP
UBS Financial Services, Inc.