Investment
2012 JIF Income Calculator
The 2012 spending rule remains at 4%. Because there was such a limited change in the 12-quarter average at June 30, 2011 (vs. the average at June 30, 2010), no letters were sent to Joint Investment Fund participants. However, if you need budget figures for 2012 for your JIF accounts, please use the JIF income calculator found below.
2012 JIF Income Calculator (50.23 kB 2012-01-06 13:47:57)
Contact Sue Leishman in the Finance Office at 216-774-0450 if you have any questions.
Joint Investment Fund New Account
If your parish or Episcopal organization (ECW, Altar Guild, etc.) wants to participate in the Joint Investment Fund, please complete the form below 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.
JIF new account form - fill-in (55.68 kB 2011-11-08 12:29:19) This is a fill-in pdf form. The completed form can be submitted directly to
my e-mail at
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, 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.
February 2012 Flash Report - JIF (98.58 kB 2012-03-26 09:56:47)
January 2012 Flash Report - JIF (46.67 kB 2012-02-15 14:58:14)
JIF Flash Report - December 2011 (98.05 kB 2012-01-20 16:23:02)
December 2010 JIF Performance Report (27.13 kB 2011-03-30 10:31:59)
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, February 2012.
Joint Investment Fund Policy 2-14-2012 (216.08 kB 2012-02-15 15:01:19)

