How Contributions To My Endowed Fund Are Invested

OEF has an investment policy, which donors can find here. The Policy describes the objective for the funds and sets ranges for asset allocation.

OEF invests endowed funds in a pooled account. The funds may be invested in both equity and fixed income securities in a balanced approach to achieve a total return objective with an emphasis on both current income and long-term capital.

Note that actual returns in any given year may vary. The assets are invested for the long term, and higher short-term volatility may occur.