JUF : About JUF : Investment Policies

Investment Policies

The Jewish Federation of Metropolitan Chicago takes its fiduciary responsibility to the community with utmost seriousness, as measured by the institution’s rigorous approach to investing the assets entrusted to it.

The Jewish Federation of Metropolitan Chicago’s Pooled Endowment Portfolio (“PEP”) invests $960 million of endowment assets on behalf of JUF/Federation and its affiliate and beneficiary agencies, as well as other 501(c)(3) organizations, including synagogues, day schools, Jewish Federations outside of Chicago, and various cultural institutions.

A dedicated team of professionals manages PEP using an institutional approach that features extensive diversification across asset categories, geographies, and strategies with an aim toward combining competitive growth with a conservative risk profile and reliable liquidity. PEP does not own any individual securities, but rather allocates its assets to external managers – all of whom are thoroughly vetted and closely monitored with respect to the integrity of their people, investment process, and results.

PEP is structured as a standalone LLC that is administered by Woodfield Fund Administration, and its financial statements are audited annually by RSM US LLP.

Last Update: 2017-01-06


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2016 Annual Report

View the Jewish Federation of Metropolitan Chicago's 2016 Annual Report.