Investment Management

Growing funds for the good of the community

Michael Brown's hands explaining in a meeting


Community philanthropists entrust Seattle Foundation to manage funds for the benefit of those we serve. Seattle Foundation received a 4-star rating from Charity Navigator for “sound fiscal management and commitment to accountability and transparency.” As stewards of your funds, we exercise prudent investment practices oriented toward a “total return” approach. This phrase refers to the total change in fund value over a given time period resulting not only from interest and dividend income, but from capital appreciation as well. Using this approach, the Foundation is able to capture a portion of the historically higher returns in the equity and equity-like markets. Our total return approach to investment management is consistent with the Uniform Prudent Management of Institutional Funds Act (UPMIFA), as implemented by Washington State. As a prudent steward, Seattle Foundation has the following primary priorities for our Balanced Pool: maximize total return and protect principal. 


Allocation of Assets

Seattle Foundation has a long time-horizon with respect to our investments. This allows us to give up some liquidity in exchange for higher returns. Also, the size of the portfolio allows us to gain access to nontraditional investments. The Foundation's portfolio includes traditional equities and securities, private equity, hedged equity, multi-strategy hedge funds, real estate and real return strategies. The value of this diversification is made evident when you note that the best performing asset class varies. Given that performance cannot be predicted, the Foundation portfolio relies on its exposure to a variety of asset classes to benefit from the best returns.

Governance

Management of our community’s philanthropic assets is a significant responsibility, one that Seattle Foundation exercises with great discipline and care. See how we govern our investments.

Investment Performance

Philanthropists and nonprofit organizations trust Seattle Foundation to manage funds for the shared benefit of our region. Read the latest quarterly report on our investment performance.

Fund Options

Seattle Foundation provides a range of options for philanthropists. Explore our investment options and asset allocation pools.

Be a catalyst

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