Investment Trust Fund

The Foundation's Investment Trust Fund (ITF) offers local United Methodist congregations, Conference agencies and ministries, and institutions a way of pooling their funds for investment, and in a manner consistent with Prudent Investor Standards and the United Methodist Social Principles.  Collectively, ITF participants are able to employ top level institutional portfolio managers and achieve a level of investment diversification that would be difficult to match individually.

Pooling investments in a common fund allows participants the advantage of proven professional investment managers and advisors at fee scales usually available only to larger investors.  Because of the aggregated size of the ITF, it can be maintained as a separately managed fund for a fee at or below that of the average mutual fund.

Utilizing a 'manager of mangers' approach, the Foundation employs SEI Investments Management Corporation to provide advisory and custodial services to the Investment Trust Fund and to assist with the administration of an equity and fixed income investment pool.  A number of institutional portfolio managers have day-to-day responsibility of investing the pools in a manner appropriate to the market sector assigned to each of them and consistent with the United Methodist Social Principles.