The Diocesan Investment Committee oversees three funds: the Diocesan Investment Fund (DIF), the Socially Responsible Investment Fund (SRIF), in collaboration with the Stakeholder Advisory Committee, and the Short-term Investment Fund (STIF).
You will find up-to-date investment summaries and resources below.
Diocesan Investment Fund
The Diocesan Investment Fund (DIF) is a long-term, diversified investment portfolio focused on traditional investments, with a track record of success dating back to 1992.
Socially Responsible Investment Fund
The diocesan Socially Responsible Investment Fund (SRIF) is a long-term, diversified investment portfolio, launched in 2016, dedicated to socially responsible investing and focused on gospel value priorities identified at the Annual Meeting.
Social Impact Highlights (2020)
Short-Term Investment Fund
The diocesan Short-Term Investment Fund (STIF) is a short-term investment option focused on liquidity and income. The STIF is currently comprised of a cash-like, government money fund.
Mike Penfield, Convener – St. John the Baptist, Portland
Dick Anderson – Christ Church, Lake Oswego
The Rev. Brendon Barnicle – St. Francis of Assisi, Wilsonville
James Baxendale – Trinity Cathedral, Portland
Bill Gellatly – Church of the Good Samaritan, Corvallis
Rick Grimshaw – St. Michaels & All Angels, Portland
Jeffrey Krum – Ascension, Portland
Michael Montgomery – St. Philip the Deacon, Portland
SRIF STAKEHOLDER ADVISORY
Sue Hall, Convener – Christ Church, Lake Oswego
Madeline Moore – St. David of Wales, Portland
Diane Pinney – Trinity Episcopal Church, Portland
The Rev. Jaime Sanders – Christ Church, St. Helens
Withdrawal, Deposit, and Transfer Forms
Investment support team
If you have questions regarding your investments, please reach out to one of the individuals below.
Mike Penfield, convener of the diocesan investment committee
Michael Pavlick, relationship manager at Fifth Third Bank
Ashlee Moehring, partner at Sellwood Consulting and the diocesan investment consultant
Chris Buresch, advisor for finance and property
Kathy Gordon, diocesan treasurer
Meron Yimesgen, staff accountant