McCoy Foundation Investment Risk Assessment

Dear Fellow McCoy College of Business Foundation Board Member:

Thank you for taking the time to complete this Investment Risk Assessment.  As members of the McCoy Foundation, we have a fiduciary duty to the Foundation, which includes stewardship of the investment portfolio.  This anonymous survey, provided by Mercer, is designed to evaluate each Board member’s unique risk perspective.  Understanding the risk preference of individual Board members will assist the Investment Committee in its mission of managing our portfolio of assets and communicating with the full Board.  Please know that your time and effort in completing this survey are very much appreciated by myself and the Investment Committee.  Should you have any questions, please don’t hesitate to reach out to me via phone/text (281-414-0576) or e-mail (medgar@edgarinvestment.com).

Thank you,

Matt Edgar, Vice-President and Investment Committee Chair

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