Goals for Today and Tomorrow
ACT invests your funds to deliver the same support for the Adirondack region's current needs and to preserve charitable resources for use by future generations five, 10 or 50 years away. ACT strives to achieve this goal by using a well-diversified asset allocation strategy that seeks to meet the optimal risk-return profile.
Our investment policy and asset allocation strategy are developed based on the following objectives:
- To earn a sufficient "real" rate of return that supports ACT's spending policy and maintains the purchasing power of its assets adjusted for inflation.
- To control portfolio risk and volatility in order to provide as much year-to-year spending stability as possible and still meet ACT's return objective.
ACT's investment strategy is long-term and designed to achieve its objectives over time, accounting for both good and challenging years.
