Investment

 2017 JIF Income Calculator

Then 2017 JIF Income Calculator can be used to determine monthly income for 2017 based on your current units owned in the Joint Investment Fund Balanced Fund. It can also be used to estimate the potential monthly income from the addition to a new or existing Balanced Fund account. The unit value in the calculator is updated periodically.


JIF Forms for Existing Accounts

Adobe fill-in format: 

Joint Investment Fund Withdrawal Form

JIF addition to existing account

Excel format:

JIF addition to existing account (Excel)
JIF withdrawal form (Excel)

These forms are used to request a withdrawal from an existing account in the Joint Investment Fund.  Please submit the form to the Finance Office on or before the last business day of the month.


JIF Audits

Links to audit reports for The Joint Investment Fund of the Trustees of the Diocese of Ohio.

2015 JIF audit

2014 JIF Audit

2013 JIF Audit
2012 JIF Audit 
2011 JIF Audit


 


Joint Investment Fund New Account

Joint Investment Fund New Account Form

If your parish or Episcopal organization (ECW, Altar Guild, etc.) wants to participate in the Joint Investment Fund, please complete the form above which details the information we need to set up your account according to your specifications.  If you have any questions, please contact Sue Leishman, CFO, at 216-774-0450.

This is a fill-in pdf form.  The completed form can be submitted directly to
                         my e-mail at sleishman@dohio.org, by clicking on the SUBMIT button at the bottom of the second page.

JIF New Account Form  This is an Excel version of the form.  The completed form can be submitted by FAX (216-623-0735), e-mail, or snail mail.


JIF Performance Reports

The investment adviser for the Joint Investment Fund, Hartland & Co., provides us with performance reports for the Fund. Below are links to recent reports.

Monthly Reports

February 2017

January 2017

Annual Reports

December 2016

December 2015

December 2014


JIF Investment Policy

The current Spending and Investment Policy of the Joint Investment Fund, as adopted by the Trustees of the Diocese of Ohio, as amended, November 2016

JIF Investment Policy, November 2016