Fund Investment Review Session
You Are Invited to a 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 2023 Fund Investment Review Session.
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.
April 23, 2024 at 3:00pm
The Depot – 204 3rd Street West, Northfield, MN
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