One of our most important responsibilities is the stewardship of the assets entrusted to us. We know that our donors rely on us to invest their resources prudently and to use the income produced in accordance with their charitable wishes, today and in the future. Arlington Community Foundation oversees the investment of all assets under management in partnership with PNC Institutional Asset Management® as our Outsourced Chief Investment Officer (OCIO). Engaging with an OCIO enables us to delegate the responsibility for the day-to-day management of our investment pools to an investment advisor who will consistently monitor and adjust our portfolio to ensure strong investment performance and adherence to our investment policy statement. This relationship is monitored by our Board of Trustees through its Investment Committee.
To access our most recent 990, click here.
To access our most recent financial audit report, click here.
To access our most recent Investment Policy Statement (IPS), click here.