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 9/30/20 | Year to Date
% |
1 Year to 9/30/20
% |
3 Year to 9/30/20
% |
5 Year to 9/30/20
% |
---|---|---|---|---|
Corporate Portfolio | ||||
Corporate Portfolio (1) | 0.01 | 6.8 | 4.6 | 6.9 |
Corporate Benchmark | 1.9 | 8.4 | 6.0 | 8.1 |
Individually Managed | ||||
UBS Results | 1.7 | 6.3 | 4.7 | 6.4 |
UBS Benchmark | 4.3 | 8.7 | 6.1 | 7.2 |
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% |