Please follow these simple steps to upgrade your browser's Flash Player.
Content created in Flash requires a free plugin (add-on) for your browser to view multimedia content on
this site. Getting the plugin is easy -- the
free Flash Player plugin can be
found at Adobe.com. Just follow the link for the free Flash Player on the Adobe.com web site — it will check your
browser type and install for you automatically.
You may also choose to
bypass
the Flash plugin detection if you wish, but then you will be unable to view any Flash content on this site.
Ten Reasons to Invest with the Mississippi United Methodist Foundation:
1. Our Investment Committee: The Foundation has a 12-person Investment Committee that oversees the management of the investment portfolio and works in conjunction with an independent investment consultant to monitor and evaluate the asset allocation, investment strategies and investment managers.
2. Our Investment Policy Statement: The Foundation has an investment policy statement that expresses the objective of The Foundation and provides investment guidelines for asset allocation.
3. Our Asset Allocation: The Investment Policy Statement ensures that The Foundation will employ a broadly diversified, conservative allocation. The Foundation’s allocation to low-volatility fixed income securities cannot fall below 50% of the portfolio. The current allocation to bonds and cash is 60%.
4. Our Diversification: The Foundation believes diversification among asset classes (stocks, bonds, real estate, long/short equity, and cash), investment strategies and investment managers to help mitigate risk. The Foundation employs ten different investment managers across seven different investment strategies which results in exposure to hundreds of individual securities.
5. Our Economies of Scale: Because The Foundation manages a $73 million portfolio, The Foundation can access investment strategies and investment managers that would be difficult to access by our constituents.
6. Our Superior Performance: The Foundation has outperformed six-month CD’s over the last 16 years (December 31, 1993 to December 31, 2009) by 74% cumulatively.
7. Our Liquidity: Unlike many Certificate of Deposit investments, The Foundation allows its constituents to withdraw funds with minimal notice and with no withdrawal penalty.
8. Our Purpose: The Mississippi United Methodist Foundation exists to enable the Mississippi United Methodist Church in the achievement of her God-appointed missions by providing resources that strengthen the ability of United Methodists to be faithful stewards and discover the joy of giving and philanthropy while advancing Christian ministries.
9. Our Ministries: The Foundation offers four distinct ministries for the benefit of Mississippi Methodism—(a) Planned Giving and Development; (b) Stewardship Education and Resources; (c) Administrative Services; and (d) Investment Services.
10. Our Results: During the worst economic recession since the Great Depression The Foundation paid 3% interest to our investors, resulting in $1.4 million made available to the churches and institutions of Mississippi Methodism.