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.

  As of 6/30/20 Year to Date

%

1 Year to 6/30/20

%

3 Year to 6/30/20

%

5 Year to 6/30/20

%

 Corporate Portfolio
Corporate Portfolio (1) -5.7 0.8 4.0 4.2
Corporate Benchmark -3.8 2.5 5.3 5.4
Individually Managed
UBS Results -3.0 2.1 4.1  4.4
UBS Benchmark -0.8 4.0 5.4  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%