Contact Us
1180 105 12 Avenue SE T2G 1A1
Calgary, AB T2G 1A1
Phone: 403-802-7700
Email: info@calgaryfoundation.org
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Investment Objective

The Calgary Foundation takes a long-term, total return approach to earn a real rate of return sufficient to preserve the purchasing power of the Foundation's invested assets. The real return goal shall consist of a spending rate and administrative cost assumption of operating the Foundation. 


The long-term target real rate of return objective over moving ten-year periods is equal to the aggregate of the Foundation's prevailing Capital Preservation and Spending Policy Rate (4.0%), and provision for operating cost recovery (1.0%). 


Investment ManagersMandates
Mawer Investment Management
Money Market, International Equities
TD Asset ManagementUniverse Bonds, US Equities
Guardian Capital LP
High Yield Bonds
Sionna Investment Managers
Mawer Investment Management
Canadian Equities
QV Investors Inc.
Canadian Small Cap
Lazard Asset Management International Equities
Vontobel Asset Management  
Emerging Market Equities   
LaSalle Investment Management 
Walton Street Capital
Crestpoint Real Estate Investments 

Real Estate                                                                 
UBS Global Asset Management 
American Infrastructure Funds 
Partners Group 
Infrastructure             
GI Partners
Pomona Capital        
TDR Capital
Private Equities  


ENDOWMENT PORTFOLIO PERFORMANCE REPORT FOR PERIOD ENDING MARCH 31, 2017