Fund Investment Review Session

As a donor or fund holder who has entrusted Northfield Shares with your investment; or if you would like to learn more about how our community foundation partners with individuals and organizations, we invite you to join us for this 2022 Fund Investment Review Session.

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

DATE: Thursday, April 13, 2023
TIME: 2 p.m.
LOCATION: The Depot, 204 3rd St. West, Northfield

Topics will include:

  • Overview of Northfield Shares and investment partnerships
  • The benefits of: diversification (by asset class and geography) and low cost fund selection
  • Discuss performance of various asset classes including domestic, international, fixed income and Socially Responsible Investments (“SI”) fund performance.
  • Q&A

We welcome your presence and would ask that you kindly reply to Carrie at 507-403-9755 or carriecarroll@northfieldshares.org.