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Suite 650
Worcester, MA 01608
(508) 755-0980

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Investing Our Gifts

Diversified Asset Allocation

As of March 2009, the approved interim asset allocation with target ranges and index benchmarks is as follows:

Allocation Target (Range)

Benchmark

Total Equity

45% (35-55)

 

Global Long-Only

35% (30-40)

 

MSCI AC World

Global Long-Short

10% (5-15)

 

HFRI FOF Strategic

 

Total Credit

30% (20-40)

 

Core Bonds

20% (15-25)

 

BC Aggregate

High Yield

10% (5-15)

 

BC High Yield

 

Absolute Return

10% (5-15)

 

HFRI FOF Conservative

 

Inflation Hedging/
Real Assets

15% (10-20)

 

Diversified

7.5% (5-10)

 

Composite benchmark

Real Estate

7.5% (5-10)

 

UBS Global REIT,
NCREIF Property

       

Total Cash

0%

 

3-Month T-Bills