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CTFs Investment Survey 2011

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This report on the investment results for Conservation Trust Funds in 2011 includes data on the performance of 31 Conservation Trust Funds. 

The main objective of this study is to report on the performance and present the investment strategies and structures implemented by participating Conservation Trust Funds. A secondary objective is to discuss best management practices for management of the trust fund

Conservation Trust Funds have been able to use the income from endowment and sinking fund investments to fund their administrative and operational needs, and provide project financing aimed at meeting their mission and objectives.
In response to suggestions from fund directors to create more specific and applicable analysis of the data collected through the CTIS survey, we have provided several new types of analyses, including data on the top performers in 2011, and analyses of the funds invested either domestically or internationally to compare funds that invest domestically primarily and those that are completely invested overseas. In addition, we have created case studies on three funds, two in Latin America and one in Africa, that were willing to share detailed information on their investment strategies. Over time we hope to expand the study results, providing more specific and useful data to participating funds who are willing to share their information.
Category: #Financial Information #Investment Strategies