A brighter future. You can do more than just wish for it.

16
14
12
10
8
6
4
2
0
PERFORMANCE IN RELATION TO PEERS
annualized for periods of more than one year and gross of fees;
n = number of survey participants
10.1
8.1
2.0
1 year (n=137)
11.2
9.5
1.7
3 years (n=109)
14.2
12.6
1.6
5 years (n=99)
8.8
6.6
2.2
7 years (n=83)
The Corporation All Peer Foundations Value Added
1 year 3 years 5 years 7 years 10 years
The Corporation 10.1 11.2 14.2 8.7 8.1
Benchmark* 7.5 9.7 12.8 7.2 7.1
Bank of America 9.6 11.1 13.2 6.1 7.2
Benchmark* 8.0 10.1 13.1 7.1 7.8
Wachovia Bank 8.5 9.3 11.5 6.5 6.9
Benchmark* 7.3 9.8 12.8 6.9 7.7
The Corporation has once
again ranked above the
median performance of its
peer group according to
the Council on Foundations’
national investment survey
of more than 100 community
foundations for the period
ended December 31, 2007,
as reported March 14, 2008.
*
Relative Benchmark is equal to:
Fifty (50) basis points above
the rate of return produced
by specific market indices
representing the asset classes
contained in the asset allocation
model, with such market
indices weighted in accordance
with the model.
CORPORATION LONG-TERM
ASSET ALLOCATION MODEL
32.5% : Alternative
Investments
10% : Bonds
22.5% : US Large/
Mid Cap Equity
7.5% : US Small
Cap Equity
22.5% : Non-US
Developed Equity
5% : Non-US Emerging Equity
T H E C O M M U N I T Y F O U N D AT I O N F O R G R E AT E R N E W H AV E N 2 0 0 7 A N N U A L R E P O R T
54 55
I N V E S T M E N T M A N A G E M E N T & P E R F O R M A N C E : 2 0 0 7