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Asset Allocation Chart

Policy Asset Allocation

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.

Ball State University Foundation
Alumni Center
2800 West Bethel Avenue
Muncie, IN 47304

Hours: 8 a.m.-5 p.m.
Phone: 765-285-8312 or toll-free: 888-I-GO-4-BSU
Fax: 765-285-7060
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