Custom Asset Allocation
Quaker organizations with substantial assets may create their own custom asset allocation or may choose one or more socially screened asset classes that augment other investments. Friends Fiduciary offers:
- Large Cap Domestic Equity
- Small Cap Domestic Equity
- International Equity
- Domestic Fixed Income
- Global Fixed Income
Funds are invested alongside Consolidated Fund assets and managed with the same approach. The fee structure benefits from Friends Fiduciary’s economies of scale.
- Our SRI policies apply to all assets
- Investments are unitized
- Fees include investment management and an administrative fee
Click here for descriptions of Friends Fiduciary’s managers.
Please contact Richard Kent, Chief Investment Officer, to talk more about custom asset allocation for your organization.