Asset Allocation & Policy Portfolio

Endowment Allocation as of September 30, 2014

Category 9/30/2013 9/30/2014 Policy Portfolio Range
Public Equity 35.7% 38.4% 40% 20%–60%
Private Equity 17.3% 17.0% 20% 10%–30%
Real Assets 9.4% 11.3% 10% 5%–20%
Marketable Alternatives 27.7% 26.9% 20% 10%–30%
Fixed Income & Cash 9.9% 6.5% 10% 0%–25%
Total 100% 100% 100%

The Policy Portfolio is approved and periodically reviewed by the Investment Committee.

Note: Totals may not add to 100% due to rounding.