Asset Allocation

The Foundation maintains a Policy Asset Allocation that offers the highest probability of achieving the Endowment's investment objectives with the lowest amount of risk.

The Finance Committee, with guidance and recommendations from their Consultant, reviews the asset mix on an ongoing basis and recommend revisions as necessary. Investment research has determined that a significant portion of a fund's investment behavior can be attributed to (1) the asset classes/styles which are employed by the fund, and (2) the weighting of each asset class/style.

The Policy Asset Allocation of the Endowment is designed to give balance to the overall structure of the Endowment's investment program over the Time Horizon. The Investment Committee has determined a Time Horizon of fifty to 100 years. However, some factors may impact the policy, thereby requiring an asset allocation review and possible rebalancing.

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