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 |
5.0% |
-10.0% |
20.0% |
Fixed Income |
0.0% |
-10.0% |
20.0% |
Developed Markets Equity |
27.0% |
10.0% |
50.0% |
Emerging Markets Equity |
6.0% |
0.0% |
15.0% |
Hedge Funds |
25.0% |
15.0% |
40.0% |
Private Equity |
15.0% |
10.0% |
25.0% |
Venture Capital |
17.0% |
10.0% |
25.0% |
Real Assets |
5.0% |
0.0% |
15.0% |