Asset Allocation

Cash

  • Cash Management
  • Money Market Funds
  • Treasury Bills
  • Municipal Paper/Floaters

Defensive Assets

  • Municipal Bonds
  • Corporate Bonds
  • Agency & Government Bonds
  • Mortgages
  • Dollar Denominated Sovereign Bonds

Inflation and Dollar Hedging Assets

  • Treasury Inflation Protected Bonds
  • Foreign Currency Denominated Bonds
  • Commodities
  • Gold
  • Real Assets

Growth Assets

  • Global Core Equity
  • Developed Global Equity
  • Large and Mid-Cap Domestic
  • Large and Mid-Cap International
  • Small-Cap Domestic
  • Small-Cap International
  • Emerging Markets
  • High-Yield Bonds
  • Opportunistic Fixed Income
  • Real Estate Investment Trusts (REITs)
  • Master Limited Partnerships (MLPs)

Illiquid Growth Assets
and Special Situations

  • Private Equity and Venture Capital
  • Hedge Funds
  • Distressed Debt Funds
  • Real Estate

Asset Classes

Asset Allocation