Asset Allocation Chart
Growth Assets: Investments which are the primary source of investment return.
Global Public Equity: Stocks publicly-traded on markets anywhere in the world. Includes individual stocks selected by the underlying active manages and ETFs for passive exposure.
Global Private Equity: Investments in limited partnership funds that in turn invest in privately-held companies. Strategies include buyouts and corporate restructuring, venture capital, growth equity and distressed opportunities.
Risk-reduction Assets: Investments which stabilize the portfolio in volatile and down markets.
Global Fixed Income: Investments in bonds issues by governments and corporations in any global market, and includes currency positions held to manage currency risk exposure.
Absolute Return: Hedge funds and other low-leverage alternative strategies which produce good long-term return uncorrelated to other markets.
Inflation Protection Assets: Investments which protect the portfolio against the foundation's greatest long-term risk: inflation. Includes investments in real estate, natural resources, and commodities.