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370 Main Street
Suite 650
Worcester, MA 01608
(508) 755-0980
Contact Us
Investing Our Gifts
As of March 2009, the approved interim asset allocation with target ranges and index benchmarks is as follows:
Allocation Target (Range) |
Benchmark |
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Total Equity |
45% (35-55) |
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Global Long-Only |
35% (30-40) |
MSCI AC World |
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Global Long-Short |
10% (5-15) |
HFRI FOF Strategic |
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Total Credit |
30% (20-40) |
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Core Bonds |
20% (15-25) |
BC Aggregate |
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High Yield |
10% (5-15) |
BC High Yield |
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Absolute Return |
10% (5-15) |
HFRI FOF Conservative |
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Inflation Hedging/ |
15% (10-20) |
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Diversified |
7.5% (5-10) |
Composite benchmark |
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Real Estate |
7.5% (5-10) |
UBS Global REIT, |
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Total Cash |
0% |
3-Month T-Bills |