Fund Investment Review Session

As a donor/fund holder who has entrusted Northfield Shares, Our Community Foundation, with your investment, you (and guests as applicable) are invited to our 2024 Fund Investment Review and Annual Meeting.

This is a unique opportunity to have a direct sightline into, and to engage in a conversation about how the investments within the Northfield Shares holdings are managed.

Topics will include:

• The benefits of diversification (by asset class and geography), and low cost fund selection.
• Performance of various asset classes, including domestic, international, fixed income, and socially responsible investments (SRI) fund performance.
• Q&A