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 6/30/18 | Year to Date
% |
1 Year to 6/30/18
% |
3 Year to 6/30/18
% |
5 Year to 6/30/18
% |
|---|---|---|---|---|
| Corporate Portfolio | ||||
| Corporate Portfolio (1) | -0.8 | 7.4 | 5.6 | 6.0 |
| Corporate Benchmark | -2.0 | 8.3 | 6.5 | 6.8 |
| Individually Managed | ||||
| UBS Results | 0.3 | 7.0 | 5.6 | 5.8 |
| UBS Benchmark | -0.5 | 5.9 | 5.4 | 5.5 |
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% |