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 3/31/20 Year to Date

%

1 Year to 3/31/20

%

3 Year to 3/31/20

%

5 Year to 3/31/20

%

 Corporate Portfolio
Corporate Portfolio (1) -17.9 -9.6 0.4 1.3
Corporate Benchmark -16.1 -7.7 1.8 2.6
Individually Managed
UBS Results -12.7 -5.5 1.4  2.0
UBS Benchmark -10.4 -2.5 3.0  3.1

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%