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 12/31/19 Year to Date

%

1 Year to 12/31/19

%

3 Year to 12/31/19

%

5 Year to 12/31/19

%

 Corporate Portfolio
Corporate Portfolio (1) 20.3 20.3 9.0 5.9
Corporate Benchmark 20.9 20.9 9.6 6.7
Individually Managed
UBS Results 17.1 17.1  7.4  5.3
UBS Benchmark 16.4 16.4 8.3  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%