Category: Board of Managers


Update from The Vice Chair

Cautious optimism in today’s volatile norm EASTON EPISCOPAL FUNDS 314 North Street    Easton, MD 21601-3684 Chris Maxwell Vice Chair, Board of Managers April 20, 2022 Stock market volatility appears to be the new norm.  Why is the market so indecisive – up…

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Board of Managers Eyes Economic Outlook

Steady hands navigate the choppy market.

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Fed Raises Rate a Half Point in May

Today’s quarter point interest rate raise by the Federal Reserve was no surprise to the Board of Managers.

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Vice Chair’s Report to 154th Convention

To our 29 participating Parishes and the Diocese of Easton

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February 2022 Snapshot

It will come as a surprise to no one that the Russian invasion of Ukraine has increased market volatility. As a result, your Board of Managers (BOM) and the Investment Advisory Board (IAB) met the following morning and will continue to meet weekly for the foreseeable future.

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Board Responds to Ukraine

The magnitude of geopolitical developments has rattled global financial markets.  Fear of the unknown has pushed up investor anxiety.

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End of Year Update from The Vice Chair

Overall, 2021 was a good year.

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Transition on Board of Managers

Mendenhall steps down; the Board welcomes Diane Robinson, who comes with 39 years of investment experience.

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Fall Update From The Vice Chair

Our average 3-year return since inception is 8.25%, so we have met one of our primary goals: meeting the Constant Rate of Return while growing the fund.

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August Update from The Vice Chair

The Board of Managers has developed a very specific asset allocation decision tree. Based upon input from our outside advisor, our own investment advisory board and the judgement of the Board, we gradually substantially moved our equity allocation above our…

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