Diocesan
Investment Trust
Financial Information from the Diocese of Los Angeles
 

The Episcopal Diocese of Los Angeles Diocesan Investment Trust (DIT) was created in 1949 as a valuable service from the Diocese offered to our congregations and institutions. It has been used over time to relieve local churches and church affiliates of the burden and worry of oversight of monies which need to last and grow over time for the church's purposes.

Approximately 150 shareholders representing a variety of churches and church institutions are invested in the DIT. The account size ranges from hundreds to millions of dollars. Transactions in or out are restricted to the end of each calendar month.

Two Investment Options Available
In 2006 the Trustees introduced a new investment option for shorter-term investment needs - the DIT Monthly Money Market Fund.  The original DIT offering has been renamed the  Diocesan Investment Trust Long-Term Diversified Fund.

If you are a current shareholder and wish to log in to your account  or view recent performance reports
Click Here

 

New Investment Manager
The Diocesan Investment Trust has selected Wilshire Associates, a Los Angeles firm, as its investment advisor, replacing the Frank Russell Company, according to a letter sent to shareholders on Oct. 12, 2012 by Bishop Diocesan J. Jon Bruno. "While the DIT has benefitted  greatly from FRC's expertise and management for the past nine years, we believe the approach that Wilshire Associates offers will enhance our ability to meet performance goals. To that end, the Trustees look forward to working with Wilshire Associates, a firm 100% owned by active key employees who have a vested interest in exceeding client expectations. (Full text of the letter is here.)

 

Asset Allocation Mix

The asset allocation is automatically rebalanced when any of the asset classes vary by more than plus or minus three percentage points from the percentages below.

 

 INVESTMENT FUND* As of 1/1/14 TARGET ALLOCATION As of 4/1/17 TARGET ALLOCATION ASSET CLASS FUND TYPE
Wilshire US Equity Fund 32% 32% US Equity Institutional Trust Fund
Wilshire non-US Equity Fund 21% 21% Non-US Equity Institutional Trust Fund
Wilshire Core Fixed Income Fund 20% 15% High Grade Fixed Income Institutional Trust Fund
Credit Opportunities Fund 15% 20% Specialty Fixed Income Institutional Trust Fund
Wilshire Real Assets Fund 12% 12% Diversified Inflation Hedges Institutional Trust Fund
TOTAL 100% 100%    

*If you are interested in obtaining Wilshire Associates fund information, please contact Matthew Butler at NRS via phone at 781-970-5057 or via email at NRS_DITLA@nrstpa.com

 

 

Help your church/institution take next steps, by selecting one of the following:

Click here for information on opening an account.
Click here for information on purchasing or redeeming shares.
Click here for information on how shares are valued.
Click here for information about accessing account information, including detailed Monthly Performance Reports, via the internet

 
Or, contact Mr. Ted Forbath, CFO, The Diocese of Los Angeles, at 800.366.1536 Ext. 233.
 

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