The long-term goal of the endowment’s investment strategy is to ensure a stable source of funding for project implementation. Review the investment board and quarterly reports.
Investment Guidelines
Asset class
Investments are made in different asset classes: stocks, bonds, alternative investments, and money market instruments.
Sustainability
Investments are focused on sustainable companies that are not involved in the sale of alcohol, tobacco, oil, or other unsustainable products.
Professional management
Investment decisions are made by the endowment’s investment board, composed of Lithuanian investment professionals.
Global market
Investments are made in the global market and are not limited to the securities distributed in Lithuania.
Risk control
Risk management is one of the most important principles guiding the endowment’s investment management.
Allocation strategy
European equities
10%
5%
20%
North American equities
30%
10%
35%
5%
0%
15%
0%
0%
15%
Corporate bonds
10%
5%
25%
High yield bonds
15%
0%
20%
Alternative investments
25%
15%
35%
Money market instruments
0%
0%
10%
Cash
5%
0%
15%