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INVESTMENTS Model Portfolios 2011 Fourth Quarter Investment Performance Report Pro-Forma Performance Returns of Model Portfolios (as of 12-31-11)
Investment
Forms
Investment Direction Form for Existing
Accounts New Account Deposit
Form Transfer of Funds Reallocation Change of Authorized
Contact Persons (Amended Schedule A) Checklist for a
Church Endowment Policy
Charter of the
Permanent Endowment Fund
A Resolution
Endowment and
Investment Policy
Note on
Sustainable Income from an Investment Portfolio
Foundation Investment
Policy Ojectives & Guidelines
Proxy Voting
Guidelines
Proxy Voting - 2009 Highlights Investor Updates SERVICES
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Phone: 800-595-4347 Email: info@umfne.org Questions, comments or suggestions about this website, email chrism@umfne.org
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Endowment Model
2012 Payout Rate
The Investment Committee of the United Methodist Foundation of New England has set the 2011 payout rate for the Endowment Model at 3.5%. The United Methodist Foundation of New England was established in 1991 to:
The Foundation has established and administers three socially responsible Collective Investment Pools (“Pools”): the Stock Pool, the Fixed Income Pool and the Money Market Pool that emphasize social justice and social usefulness as well as financial return and financial security. Specifically the "Pools";
(Assets invested in the Pools are not guaranteed by the Securities Investor Protection Corporation or any other government agency and are subject to investments risks, including possible loss of principal amount invested) |
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