Investment Oversight At the Philadelphia Foundation

Our system of checks and balances includes a multi-pronged approach to investment oversight.

Independent Investment Consultant

  • Day-to-day review of fund performance is managed by an expert independent consultant -- a specialist in generating long-term growth.
  • The consultant’s performance is overseen by the Investment Committee of our Board of Managers.

Our Board of Managers Investment Committee

  • Makes investment decisions after review of recommendations from the independent investment consultant.
  • Comprised of members of our Board of Managers and non-board members with investment expertise
  • Meets at least quarterly

Our Board of Managers

  • Establishes policies that guide investment strategy
  • Includes three members appointed by the Presidents of the trustee banks at which the funds are deposited.

Independent Audit

  • Annual review of all fund accounts by an independent accountant
  • Audit results publicly available for review through Guidestar

Learn how you can partner with us on philanthropy.
Call 215-563-6417 or email us.

Contact Us

1234 Market Street, Suite 1800 | Philadelphia, PA 19107 | Directions

Phone: 215-563-6417 | Email Us

E-News Signup

Address

1234 Market Street, Suite 1800
Philadelphia, PA 19107

Connect

Accredited CF