Target Asset Allocation

The portfolio is diversified by asset class, with the following long-term targets.

89% Equity:
 

16.5%   Private Investments
15%   Global ex U.S. Stocks
15%   U.S. Stocks
15%   Marketable Alternatives
12.5%   Public Inflation Protection
9.5%   Emerging Market Stocks
5.5%   Opportunistic


11% Fixed income:
 
10%   Bonds
1%   Cash Equivalents
     


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Total market value of long-term investments = $1.42 billion