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- 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 | Minimum Target Maximum | Benchmarks | |
Cash & Cash Equivalents | 100.0% 100.0% 100.0% | Cash & Cash Equivalents 100.0% 100.0% 100.0% BOA/Merrill Lynch 6 month T- BillBill |
Intermediate Term (one to four years)
| Asset Mix Policy Minimum Target Maximum | Benchmarks | Minimum Target Maximum | Benchmarks |
Fixed Income
| 100.0% 100.0% 100.0%
| Barclays Fixed Income 100.0% 100.0% 100.0% Barclays1-3 Year Aggregate BondBond |
Long Term (5 years or greater)
Asset Mix | Benchmarks |
| Asset Mix Policy Minimum Target Maximum | Benchmarks | |
Equity Equity
U.S. Equity International EquityEquity Total TotalFixed 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% 850% 85.0% 75.0% 80.0% 85.0%
| Russell 3000 MSCI ACWI Ex- USUS
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 |