...
The following Managed Asset allocation mix should be followed by the Investment Committee and maintained by the 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% | BOA/Merrill Lynch 6 month T-Bill |
Intermediate Term (one to four years)
...
...
| Asset Mix Policy | |
Minimum Target Maximum | Benchmarks | |
| Fixed Income
|
100.0% 100.0% 100.0% | Barclays 1-3 Year Aggregate Bond |
...
Long Term (5 years or greater)
...
...
| Asset Mix Policy |
Minimum Target Maximum | Benchmarks |
Equity | |
U.S. Equity | |
International Equity | |
Total | |
| Fixed Income | |
Fixed-Income | |
Total
|
|
| |
10.0% 12.5% 15.0% | |
5.0% 7.5% 10.0%
| |
15.0% 20.0% 25.0% 75.0% 80.0% 85.0% | |
75.0% 80.0% 85.0%
| Russell 3000 |
MSCI ACWI Ex-US
Barclays 1-3 Year Aggregate | |
Total | |
|
| |
100% | |
| 80% Barclays 1-3 Year Aggregate |
12.5% Russell 3000 | |
7.5% MSCI ACWI Ex-US |