Responsibility for managing the Hazel McCallion Foundation’s investment portfolio is vested in the board of directors. The board works closely with external investment advisors to implement the asset management and investment strategy, establish performance benchmarks, and monitor and oversee the performance of the Foundation's investment portfolio.
The Foundation maintains a long-term investment focus that balances security of capital, income and growth with a moderate level of risk. The portfolio is diversified by specific security, investment management style, geography and type of investment. In its financial and legal matters, the Foundation is advised and assisted by the following firms: