THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC.

Overview

The Community Foundation for Greater New Haven, Inc. functions as an institutional capital allocator focused on managing pooled charitable and institutional assets for the Greater New Haven region. Its advisory activity centers on portfolio management for institutions and the selection of third‑party managers, which indicates a model that blends in‑house oversight with outsourced manager expertise. The foundation charges fees on a percentage-of-assets basis and does not position itself as an active ESG investor. Its structure and reported activities point to a diversified, multi-manager approach rather than a single-strategy shop. Manager allocation priorities emphasize hiring external advisers and funds to implement investment strategies rather than relying solely on internal trading. That aligns with the foundation’s role in stewarding endowed and institutional capital where governance, liability constraints, and the need for consistent long-term returns favor diversified exposures and experienced external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices