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  1. Attachment 1 – Asset Allocation

 

 

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ATTACHMENT 1

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ASSET ALLOCATION

  

The following Managed Asset allocation mix should be followed by the Investment Committee and maintained by the Foundation's Foundation’s investment managers: 

Short Term (less than one year)           


 
 

Asset Mix Policy

    Minimum             Target                 Maximum

          Benchmarks

          Cash & Cash Equivalents           100.0%                      100.0%                      100.0%           

Minimum          Target       Maximum

 
 

Benchmarks

   

Cash & Cash Equivalents

               
 

   100.0%                 100.0%         100.0%

 
    

BOA/Merrill Lynch 6 month T-

Bill            

Bill

 

 

Intermediate Term (one to four years)           


 
 

 

                               
 

Asset Mix Policy

    Minimum               Target                Maximum

           Benchmarks

             Fixed Income                                100.0%                       100.0%                    100.0%             Barclays

Minimum          Target       Maximum

 
 

Benchmarks

 
 

 Fixed Income

 

               

 
 

     100.0%                 100.0%         100.0%

 

 

 
   

Barclays 1-3 Year Aggregate

Bond           

Bond

 

 

 Long Term (5 years or greater)                


 

        Asset Mix
Minimum                  Target                 Maximum

          Benchmarks                                       

             Equity                                          
                        

 

 
 

Asset Mix Policy

Minimum          Target       Maximum

 
 

Benchmarks

 

Equity

    U.S. Equity

                      

    International

Equity 

Equity

Total

                       Total  

            

Fixed Income

                     

    Fixed-Income

                     

    Total

    

 

 
 

   10.

0%                         

0%                   12.

5%                          

5%            15.0%

      5.0%                             7.5%                          

    5.0%                      7.5%            10.0%

   

   15.

0%                        

0%                   20.0%

                       

          25.0%

 

 
 

     

   75.

0%                    

0%                    80.

0%                     85

0%            85.0%

   

   75.0%

                         

                   80.0%

                         

           85.0%

            

 

    

Russell 3000

            

MSCI ACWI Ex-

US 

US

 


   


 

              Barclays

Barclays 1-3 Year Aggregate

             Total

   100%

                
 

Total

 
 

  100% 

 

80% Barclays 1-3 Year Aggregate

             

12.5% Russell 3000

              

7.5% MSCI ACWI Ex-US