Portfolio Allocation
Strategic Presets
Target Asset Allocation
Adjust weights to target long-term strategic allocation. Totals must equal 100%.
Public Equity
50%
%
Private Equity
15%
%
Public Fixed Income
18%
%
Private Credit
4%
%
Real Assets
2%
%
Diversifying Strategies
7%
%
Cash/Short-Term
4%
%
Allocation Summary
Total: 100%
Public Equity: 50%
Private Equity: 15%
Public Fixed Income: 18%
Private Credit: 4%
Real Assets: 2%
Diversifying Strategies: 7%
Cash/Short-Term: 4%
Investment Policy Limits
Define minimum and maximum allocation ranges for each asset class.
Public Equity
Private Equity
Public Fixed Income
Private Credit
Real Assets
Diversifying Strategies
Cash/Short-Term