Portfolio

The Finance and Investments Committee meets regularly with the Foundation’s investment managers to monitor and evaluate investment performance relative to internal, asset class, and peer group benchmarks.

Portfolio

The Finance and Investments Committee meets regularly with the Foundation’s investment managers to monitor and evaluate investment performance relative to internal, asset class, and peer group benchmarks.

CURRENT INVESTMENT PERFORMANCE

  As of 9/30/17 

Year to Date

(%)

1 Year to
6/30/17  
(%)

3 Years to
6/30/17  
(%)

5 Years to
6/30/17  
(%)

Corporate Portfolio
Corporate Portfolio (1)

13.2

12.8

4.9

6.4

Corporate Benchmark

12.6

12.7

5.8

6.7

Individually Managed
UBS Results 8.4 8.7  4.5   5.9
UBS Benchmark 10.7 7.5   4.4   5.4

Website returns are unaudited.

Footnotes:
(1)  Investments at Fiduciary Investment Advisors as of 1/1/2015

Asset Allocation

CFGNB Asset Allocation
Target allocation
Equities: 60%
Fixed Income: 20%
Alternatives: 20%
Cash:   0%
TOTAL 100%