Strategic Portfolios

CFAD supports long-term and shorter-term financial goals by providing a variety of investment options that offer discipline as well as flexibility. CFAD invests in four portfolios with different objectives. For more details, please refer to our Investment Policy Statement.

Growth Portfolio

Focuses on long-term investments and endowments with infinite life, targeting a long-term return of 6.8% net of investment fees

Moderate Portfolio

For investments with a 10-year horizon that emphasizes moderate growth while maintaining some liquidity and flexibility, targeting a return of 5-6% net of investment fees

Conservative Portfolio

For investments with a one to nine year investment expectancy, balancing some growth with reduced volatility, targeting a 4-5% return net of investment fees the longer the investment

Preservation Portfolio

Focuses on preservation and liquidity for funds with one year or less investment expectancy