Managed Pool Goals and Performance
The Investment Committee of Rancho Santa Fe Foundation Board of Directors makes asset allocation decisions for the Managed Pool of assets at the Foundation.
The primary goals of the Foundation for the investment of the Portfolio are as follows:
- Preservation of capital with appropriate liquidity
- Sufficient growth of capital to offset the effects of inflation and provide for future needs
- Enhancement of the realization of the philanthropic goals of the Foundation and its constituent organizations
The following documents provide current investment allocation and performance data.
ESG Pool Goals and Performance
RSF Foundation now offers an ESG (Environment, Social, and Governance) Fund for our Investment Strategy. Fundholders may choose to place all or a percentage of their funds in the ESG pool.
Learn more about the ESG Fund or contact Amy to discuss your options for participating in the fund.
Rancho Santa Fe Foundation Investment Committee & Advisors
As stewards of RSF Foundation’s assets, the investment committee holds itself to the highest standards of professional ethical performance.
Ken Little (Chairman), Partner & Managing Director of Investments, Brandes Investment Partners, LLP
Carl Wiese CFA, Founder/Portfolio Manager, GROW Funds LLC
Matt Miller, Principal, StoneSteps Real Estate
Ed Blodgett,* Retired, Director, Private Client Group
Brandes Investment Partners, LLP
Rich Carlson,* Retired, President, RCS Asset Management, Rockefeller & Co.
Keith Colestock,* Retired, Limited Partner, Brandes Investment Partners, LLP.
Michael Brown,* CFA, CPA, CFP®, Partner at Corient.
Mike Collins,* Portfolio Manager, Messner & Smith Investment Management
Natalie Walker,* Partner, StepStone Group
Neil Hokanson,* Former RSFF Director
Mark Petrie,* Principal
Aspiriant
Richard A. Sapp,* Retired, General Partner of Goldman, Sachs & Co.
John Seiber,* SVP
UBS Financial Services, Inc.
Steve Simpson*
Managing Partner, CoastEdge Partners, LLC
*Non-voting advisor
