How do the trustees evaluate the performances of the Funds portfolios and investment advisors?
A. At least once per quarter the Investment Committee meets with Bogdahn and reviews the recent and long term performances of the assets under management. We also make special efforts to relate these performances to the markets as a whole and to the records of possible alternative advisors. Our consultant does an extensive review of each managers performance each quarter and presents that information to the Investment Committee. The full Board of Directors reviews the presentations of the Investment Committee and the advisors, also once a quarter, as part of their overall responsibilities for trusts and endowments in the Diocese of Milwaukee.
