The Endowment’s Asset Allocation Policy (“Asset Allocation”) reflects the college’s strategic goals, investment objectives, and risk considerations. Asset Allocation will be reviewed annually or more frequently if conditions warrant.
| Target | Minimum | Maximum | |
|---|---|---|---|
| Cash | 5% | -10% | 40% |
| Fixed Income | 0% | -10% | 40% |
| Global Equity | 25% | 0% | 65% |
| Hedge Funds | 35% | 20% | 45% |
| Private Credit | 5% | 0% | 10% |
| Private Equity | 22% | 10% | 30% |
| Real Assets | 8% | 5% | 15% |