The Board of Managers of Investment and Permanent Funds is responsible for management and investment, consonant with Friends principles, of Yearly Meeting funds and funds entrusted to it by meetings, schools, and other Friends organizations for the purpose of maintaining a source of continuing income and growth. The Board uses the services of a professional investment advisor and a sound bank as custodian for protection and safekeeping of the assets. It meets annually with representatives of its constituents to relate their needs to the investment strategy of the Board. It also meets bimonthly and more often as needed.

To facilitate communication with its constituencies, the Board has posted the following documents:
FY2007 Annual Report
FY2006 Annual Report
FY2005 Annual Report
FY2004 Annual Report
FY2003 Annual Report
FY2002 Annual Report
FY2001 Annual Report and a history of the performance of the Pooled Funds.

Investment Guidelines for the Investment Advisor and Board of Managers New England Yearly Meeting Pooled Funds as of February 14, 2001 (referred to as the "Green Book")

Addendum 1 to the Investment Guidelines: Collateralization of NEYM Pooled Funds Assets

Addendum 2 to the Investment Guidelines: Instructions for Deposits

If you have additional information needs or are interested in learning more about the benefits of participating in the pooled funds, please contact the Board of Managers at neympooledfunds@neym.org.

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