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% |