Sachen Foundation Revenue Planning and Investment Committee (the “Committee”) works closely with Isabel Pedrosa, the Chairperson of Khyentse Foundation Investment Committee. Ms. Pedrosa is founder and managing partner of Gesar Capital Management, a Registered Investment Advisor.
Currently, the primary objective for the investment of the Sachen Foundation is to preserve capital while providing for the long-term growth of principal without undue exposure to risk. Specifically, the funds are invested in short term investment grade CDs. This is to provide a stable source of liquidity to support the mission of the Foundation while the Foundation raises funds.
The Committee will review the investment strategy quarterly. As the Foundation funds grow, the Committee will review and modify its investment strategy and asset allocation as needed. While acknowledging the importance of preserving capital, the Committee also recognizes the need of accepting a reasonable degree of risk. The long term goal is to diversify and add risk in order to provide for growth in principal while simultaneously generate sufficient income to support the Foundation’s grantmaking activities.