How much does The Rotary Foundation pay in investment fees?
A. Investment fees are primarily a function of the asset classes in which the funds are invested and the funds under management. In fiscal 2009, The Rotary Foundation paid US$3.8 million in investment fees, or approximately one half of one percent of the market value of the Foundation’s investments. The investment fees are competitive with the fees paid by other foundations and endowments. The investment fees are reviewed and monitored by the Investment Advisory Committee.
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