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Investment Policy Statement of the Diocesan Unit Trust Fund

Introduction

We the Trustees of the Episcopal Diocese of Vermont believe that our foremost Gospel imperative is to be wise stewards of the resources under our care. Our first priority, therefore, is to ensure that Diocesan investments provide a growing and sustainable source of disbursable funds over the long term. We also believe that Diocesan resources can be a force for good in our world. Through our investments and actions, we seek to encourage corporate social responsibility; through targeted local investing, we seek to care for our neighbors.

Our Investment Policy Statement sets out the Investment Policy and Objectives for the Unit Fund and trust assets of the Episcopal Diocese of Vermont (“the Fund”). The purpose of this Investment Policy is to assist the Investment Committee of the Trustees of the Diocese in effectively supervising, monitoring and evaluating the investment of the Fund’s assets.

Click here to read/download the complete Investment Policy Statement (Updated February 2019)


If you have questions…

If you have questions regarding the Investment Policy Statement [IPS] or Diocesan Unit Trust Fund [DUT] holdings or positions in the marketplace and would like to contact the Investment Committee, Trustees of the Diocese of Vermont, please reach out to Wallace Good, Chair, by email rcptw2ln2t@gmail.com for assistance.


Video of February 8, 2018, DUT Annual Performance Review

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