Community Foundation for Southeast Michigan

Community Foundation for Southeast Michigan

Community Foundation for Southeast Michigan

Overview
Headquarters

333 WEST FORT STREET SUITE 2010, DETROIT, MI, 482263134, USA

Charitable Causes

Community Foundations

Employees (Worldwide)

30

Industries

Social Interest
Investment Services & Portfolio Management

Company Description

Since 1984, the Community Foundation for Southeast Michigan has served as a vehicle for donors, volunteers and community members to identify important issues, share ideas and build financial resources to make positive long-term change. Every day, the Community Foundation is helping individuals, businesses, nonprofit organizations and other foundations meet their charitable and financial goals by providing tools and resources that make giving to one's community easier, flexible and effective. The Community Foundation exists in perpetuity to enhance the quality of life of the citizens in southeast Michigan in the seven counties of Wayne, Oakland, Macomb, Monroe, Washtenaw, Livingston and St. Clair. We also help donors invest in organizations they care about nationwide.

Contact Data
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Executives & Employees

President

Director, Greenways Initiative

Vice President

Human Resources Officer

General Counsel

Controller, Head-Finance & Administration

Controller

Director, Governance & Operations

Director, Pedals Michigan

Director, Philanthropic Services

Board of Directors

Board Member at Community Foundation for Southeast Michigan

Paths to Community Foundation for Southeast Michigan
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Community Foundation for Southeast Michigan
Advisors & Consultants
Investment Manager

Mellon Investments offers a range of alpha and beta investment strategies designed to meet each client's specific needs. Their disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. The firm's primary investment strategies include: Active Equity, Active Fixed Income, Index, and Multi-Asset and Multi-Factor. Active Equity strategy identifies attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. The Multi-Asset and Fixed Income strategy, as well as the Index investment strategies cover a variety of asset classes and span systematic, active, and index approaches. Index strategies provide exposure to a set of equity and fixed income benchmarks with low tracking error. Multi-factor equity and fixed income strategies are beta techniques that utilize a rules-based approach to provide exposure to equity and fixed income, and tend to have slightly higher tracking error to their respective benchmarks than index strategies. Multi-Asset strategies offer a wide range of solutions to achieve specific investor risk-return and/or income goals. The Active Fixed Income investment process combines top-down, macroeconomic analysis with proprietary, fundamental bottom-up research to identify attractive sectors and securities.

Consultant

NEPC LLC is an American private company located in Boston, MA, that provides investment research.The company says this about itself: NEPC is an independent investment consultant and private wealth advisor with more than 30 years’ experience. Combining a proprietary research team dedicated to the long-term challenges facing institutional and high-net investors, with our unique client-centric model, NEPC builds forward-looking investment portfolios. We service over 350 retainer clients representing assets over $1.1 trillion from our offices in Boston, Atlanta, Charlotte, Chicago, Detroit, Las Vegas, Portland and San Francisco

Investment Manager

AAMI utilizes various investment approaches when managing discretionary client accounts and providing recommendations to non-discretionary clients. They believe, given the inefficiency of markets, that competitive long-term returns are best achieved by identifying high quality stocks at attractive valuations and holding them for the long-term. It is also their belief that sound fundamentals drive stock prices over time. The firm employs a fundamental bottom-up investment approach based on a rigorous and disciplined proprietary research effort which originates with direct company due diligence visits. AAMI holds absolute return to be of utmost importance over the long-term and is benchmark-aware, but not benchmark-driven. This benchmark independent approach is based on the belief that indices do not provide meaningful guidance to the prospects of a company or its inherent worth. AAMI does not equate the quality of a company with either market capitalization or index membership. As such, indices do not serve as a starting point for portfolio construction and AAMI is comfortable taking decisive positions away from the benchmark.

Key Stats and Financials As of 2015
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$69.2M
Non-Profit Donations & Grants
$200K - $500K
2019
$100K - $1M
2019
Non-Profit Donations & Grants Received
$59K
12/31/2018
$350
12/31/2018
$25.5K
12/31/2018
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