About Us
North Carolina Empowering Kids and Communities Foundation
North Carolina Empowering Kids and Communities (NCEKC) has been established as a national foundation with a profound vision to support and encourage the next generation to break the cycle of poverty through education. We understand the significance of imparting education in the lives of children who belong to underprivileged families. Hence, our motive is to offer them an excellent opportunity to experience a life beyond their daily struggles and challenges. We strive to accomplish this goal by providing them with various resources such as tutoring, camps, professional lectures, and various educational experiences.
Our foundation takes pride in the fact that we help to serve communities all across the United States by extending both financial and physical assistance to in-need families. At NCEKC, we strive to promote financial stability that enables the children and families in need to shatter the cycle of poverty and lead a better life.
We strongly believe that education is the gateway to a better tomorrow, and we are committed to providing every child with access to resources that can make their future brighter.
Financial Information
Investment Objective
The Foundation’s objective is to allocate the investment principally in order to generate the necessary return required to cover the pledged spending plus any administrative fees necessary to operate the Foundation. We plan to achieve this while preserving and protecting the fund principal, incorporating assumptions for likely inflation over typical market cycles. To attain this goal, the Foundation has devised a comprehensive investment strategy.
Investment Strategy
Given the backdrop and forward-looking potential for both equities and bonds, we believe that equities will outperform bonds more significantly in the foreseeable future than has been the case historically. We deploy a flexible allocation strategy that incorporates defensive exposure (long volatility) in order to shift our allocation more towards stocks and away from bonds while maintaining appropriate risk levels. If rates rise and consistent yields are easier to find, our approach is likely to change. Until then, we will maintain a higher exposure to equities than bonds.
Investment Portfolio
Knowing our responsibility as stewards for the benefit of the children in our communities that we serve, we have established an investment approach that incorporates flexibility, low costs, and advisor selection using prudent investments to achieve the goals of the Foundation. We believe diversification is paramount but not to the detriment of the portfolio’s performance. We feel confident that through the combination of stocks, bonds, mutual funds, and ETF’s we can access every relevant asset class necessary to accomplish the return objectives within the risk profile of the foundation.
Investment Philosophy
We invest with a long-term view and aim to avoid large drawdowns that inevitably come with exposure to any investable market. Minimizing losses during these periods through prudent risk management facilitates the Foundation’s longer-term perspective that is inherently rooted in our DNA as a charitable entity. The cornerstone of our philosophy is to own prudent assets and provide these assets the time to grow and compound capital.
