Your Oklahoma United Methodist Foundation is a resource for your church. The Foundation investment program can help ensure that endowments, scholarship funds, designated gifts and other long-term assets are administered appropriately by providing fiduciary oversight and long-term continuity.
The investment program seeks to preserve principal, maintain purchasing power, and provide reliable and sustainable income for the support of ministry. In addition, Foundation education materials and programming are available to assist your volunteer committees in building a strong and vital stewardship program.
To learn more, contact the Foundation office at 800-259-6863.
The equity markets finished the year strong; reaching all-time highs for the Dow, S&P 500, and the NASDAQ during the 4th quarter. The economy continues to improve with strong U.S. corporate earnings, record low unemployment rates, and continued low inflation leading the Fed to increase short term interest rates again in December. Congress passed significant income tax reform legislation at year end that has been well received by the markets. International stocks have benefitted from the rebound in emerging markets.
It has been an excellent year for absolute investment performance with all four broad asset allocation strategies of the Diversified/Endowment Investment Funds with positive performance:
Quarter Ended December 31, 2017
- U.S. Equities +5.8% / International Equities +5.1%
- Fixed Income +0.7% / Inflation Protection Strategies +1.6%
Year-to-date ended December 31, 2017
- U.S. Equities +19.9% / International Equities +30.6%
- Fixed Income +6.6% / Inflation Protection Strategies +4.4%
Benchmark performance comparisons will be available later this month once the Lipper Median returns are released.
December 31, 2017
|12 months Ended
December 31, 2017
|Endowment Investment Fund||3.7%||16.9%|
|Fixed Income Fund||0.7%||6.6%|
|Notes: Historical returns are time-weighted and net of all fees. Returns greater than one year are annualized. Past performance is no guarantee of future returns.|