Funds entrusted to the Ohio District Kiwanis Foundation are invested under the guidelines of an Investment Policy adopted in August, 2010, by the Board of Directors. This policy outlines the fiduciary responsibilities of the Foundation and its investment advisers. It establishes categories of investments which have a goal of preserving purchasing power and growth of capital.
Under the provisions of the Investment Policy, the Board of Directors has contracted with Raymond James and Associates to manage the investment of funds.
In calendar year 2013, the time weighted performance was 13.6%. For the past three years the investment performance has averaged 5.86%.
The Investment Policy can be read, printed and/or saved from this page.