TCFC Endowment Fund Investment Policy 7_2026.pdf

This is an investment policy document for the TCFC (Texas Council on Family and Children) Endowment Fund that establishes governance and operational guidelines for fund management. The policy outlines the fund's objectives, which include preserving capital, generating income to support the organization's mission, and maintaining investment diversification across asset classes. The document does not specify a contract term, renewal options, response dates, or bidder meetings, as it functions as an internal policy framework rather than a solicitation for goods or services.

The policy addresses investment parameters including asset allocation targets, risk tolerance levels, and performance benchmarks for portfolio management. It establishes fiduciary responsibilities for investment committee members and defines prohibited investments and conflict-of-interest procedures. The document specifies that investment decisions must align with the endowment's long-term objectives while maintaining prudent diversification standards. No pricing terms, set-asides, incumbent information, or specific funding amounts are detailed within the policy, as the document serves as a governance instrument for directing how existing endowment assets are managed rather than a procurement opportunity seeking external products or services.