CTFs Investment Survey 2009

January 1, 2010

Knowledge Management Platform

This report represents the third in a series of studies covering the financial performance of Conservation Trust Funds from 2006 through 2009.

Conservation Trust Funds are innovative financing mechanisms developed to provide long term financing for conservation and sustainable development. Over 50 Conservation Trust Funds (CTFs) have been established in Africa, Latin America and the Caribbean, Asia and Eastern Europe. The 39 trust funds participating in this study manage over $519 million dollars and operate under a variety of financing structures, including endowments, sinking funds and revolving funds.

The returns reported in this study reflect a variety of investment strategies, from investments held in local banks or fixed deposit receipts, to more complex investment portfolios managed by international investment firms.

This project was conceived as a mechanism to provide information on fund management and to compare endowment investment strategies and performance over time. Our hope is that this study will promote information sharing and networking regarding best practices for investment management, especially for those funds that are just beginning to establish their structures and policies. This report will also provide the investment, donor, and conservation communities with an assessment of the continuing efficacy and reliability of Conservation Trust Funds (CTFs) as a mechanism to achieve long term sustainable financing of biodiversity.

Category: #Financial Information #Financial Management #Investment Strategies

Management platform
of knowledge

Lo nuevo

Por año

Management platformof knowledge

CTFs Investment Survey 2009

Lo nuevo

Por año

Management platform
of knowledge