Portfolio 2018-10-29T14:50:09+00:00

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 9/30/18 Year to Date

%

1 Year to 9/30/18

%

3 Year to 9/30/18

%

5 Year to 9/30/18

%

 Corporate Portfolio
Corporate Portfolio (1) 1.2 5.2 8.6 5.2
Corporate Benchmark 2.4 6.7 9.8 6.3
Individually Managed
UBS Results 2.6 6.2  8.0  5.5
UBS Benchmark 1.3 4.5 7.4  4.8

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%