Bernstein Investment Research and Management
Bernstein Structured Equity - Index Enhanced Fund
Bernstein was established in 1967 providing a 30-year history of successful stock selection. They are a unit of Alliance Capital Management, the largest publicly traded money management firm on Wall Street with more than $369 billion under management. With a long history of successful value and growth stock research, this fund delivers performance premiums derived from fundamental and quantitative research. The investment process focuses on risk control and consistency of premiums. The stocks are screened to consist of companies upholding the Social Principles of The United Methodist Church.

Edward Allen Benson, Ph.D.
Equity Holdings
Managing the Equity Holdings portfolio is Dr. Ed Benson, whose investment strategy is to seek above average returns by making long term investments in companies with exceptional profit and growth outlooks. The portfolio (a balance of large-mid cap growth and value holdings) includes dominant companies that realize high returns on their own invested capital, which should be reflected in the stocks over time. Dr. Benson has spent more than 30 years in investment management and served on the General Board of Pensions of The United Methodist Church for 16 years; chairing the Investment Committee eight of those years. He received his Ph.D. in Finance from the University of Texas at Austin. He currently chairs the Investment Committee of the United Methodist Higher Education Foundation.

Brandes Investment Partners, L.P.
United Methodist Church Foundation -
International Fund
Founded in 1974, the firm manages over $45.2 billion and has a staff of approximately 371. The Investment Oversight Committee, comprised of Managing Partners and senior investment professionals, makes decisions regarding the international stocks held in our Equity Fund. It complies with the Foundation's social responsibility mandate through the use of a set of exclusionary screens, eliminating companies that derive significant revenues from alcohol, tobacco, gambling, pornography and weapons of mass destruction.

James P. Forrest
Jim Forrest is another excellent resource the Texas Methodist Foundation draws upon to manage our investment portfolio. Forrest conducts trading in the Fixed Income Fund and the Short Term Fund for the Foundation. During his 20 year career, he worked at the fixed income trading desk of a national bank and is currently employed by Service Asset Management. His responsibilities including trading fixed income securities for the company's 30 brokers in seven offices throughout the country. His specialized knowledge of portfolio management and institutional trading have made him a valuable advisor and resource for the Foundation over the last 10 years.