Portfolio 2018-07-24T14:49:56+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 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%