The Episcopal Diocese of Central Pennsylvania has a pooled investment account with the Episcopal Church Foundation (ECF) for the management of the Diocese’s investments. Following an investment policy and asset allocation guideline established by the Finance Committee, ECF engages State Street Global Advisors to actively manage a portfolio of select indexed mutual funds.
In addition to the assets of the Diocese, more than 35 parishes participate in the Episcopal Diocese of Central PA’s Pooled Investment Fund. If you would like more information, please contact Chad Linder, Canon of Finance and Operations at email@example.com
For parishes that participate in the Diocese’s pooled investment account, below are related documents.
DIOCESE POOLED INVESTMENT DEPOSIT FORM
DIOCESE POOLED INVESTMENT WITHDRAW FORM
VESTRY RESOLUTION FOR INVESTMENT AUTHORITY FORM