Investment Portfolio & Performance
The Foundation’s Investment Committee and Board focuses on maintaining a prudent strategy, consistently executed. This strategy is built on diversification and balance, the key factors in long term investment success.
The strategy seeks to build on the Foundation’s innate advantages, including its long-term horizon, its pooled assets – and the access to sophisticated investment managers that this allows – as well as a robust and continuous evaluation process.
Diversification is key, with targets of equities – 65 percent, fixed income/cash – 22 percent, and alternative investment/private equities -13 percent, across geographies, industries, and growth and value approaches. The strategic asset allocation below demonstrates the important role of diversification.