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Investment Portfolio

The investment assets of The Domestic and Foreign Missionary Society of The Protestant Episcopal Church in the United States of America (the “Society” or “DFMS.”) include both long-term assets such as endowment portfolio and charitable trusts, and short-term assets, such as DFMS operating cash and custodial accounts held for others.

 

The Trust Funds Book, issued annually, provides an update on the trust fund portfolio and investment activities of the DFMS.  The Trust Funds Book may be accessed below.  You may obtain a copy of the book by contacting the Treasurer’s Office.

Trust Funds Index
Short-Term Custodial Accounts