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370 Main Street
Suite 650
Worcester, MA 01608
(508) 755-0980

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Investing Our Gifts

Evaluation of Managers

Equity Managers

Are expected to achieve an annualized rate of return over a three- to five-year period which exceeds an appropriate market index rate of return by 1.0%, compounded annually, net of costs and fees.

Alternative Managers

Are expected to achieve an annualized rate of return over a three- to five-year period which exceeds an appropriate market index rate of return, compounded annually, net of costs and fees, while also lowering annualized standard deviation.

Fixed Income Managers

Are expected to exceed appropriate market indices by 0.50%, compounded annually, net of costs and fees.

Real Estate Managers

Are expected to achieve an annualized rate of return over a three- to five-year period equal to inflation plus Foundation spending rate, compounded annually, net of costs and fees, while also lowering annualized standard deviation.