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 6/30/19 | Year to Date
% |
1 Year to 6/30/19
% |
3 Year to 6/30/19
% |
5 Year to 6/30/19
% |
|---|---|---|---|---|
| Corporate Portfolio | ||||
| Corporate Portfolio (1) | 12.5 | 3.7 | 7.9 | 3.7 |
| Corporate Benchmark | 13.5 | 5.3 | 8.7 | 4.9 |
| Individually Managed | ||||
| UBS Results | 11.2 | 3.1 | 6.9 | 4.1 |
| UBS Benchmark | 10.9 | 6.4 | 6.5 | 3.9 |
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% |