投資策略

薩千基金會已聘請格薩爾資本管理公司(Gesar Capital Management)管理其投資組合。 基金會的財務計劃及投資委員會(“委員會”)與格薩爾資本管理公司緊密合作,確定投資組合及投資策略。 格薩爾資本管理公司還管理其他非營利組織的投資。

基金會的資產以符合委員會制定的準則進行投資,並由基金會的董事會進行審查。 這些準則會不時地進行審查,並可能會進行修訂。

基金會的廣泛目標包括保留具有中等風險的資本增長潛力的資本、 投資應多樣化、以最大程度地減少大額損失的風險。

長期目標是建立一個投資組合,以產生足夠的收入來支持基金會的贈款活動。

INVESTMENT POLICY

Sachen Foundation has hired Gesar Capital Management to manage its investment portfolio. The Foundation’s Finance Planning and Investment Committee (the “Committee”) works closely with Gesar Capital to determine investment strategy for the portfolio. Gesar Capital also manages investments for other non-profit organizations.

Assets of the Foundation are invested in a manner consistent with guidelines set out by the Committee and reviewed by the Foundation’s Board of Directors. These guidelines are reviewed from time to time and may be amended.

Broad objectives of the Foundation include preserving capital with potential for capital growth that is moderate risk. Investments shall be diversified so as to minimize the risk of large losses.

The long-term goal is to build an investment portfolio that will generate sufficient income to support the Foundation’s grant-making activities.