Asset Allocation

 

The allocation of funds between asset classes may be the single most important determinant of investment performance over the long run. The Foundation collaborates closely with Commonfund, the Foundation’s primary money manager, and the foundation executive committee to determine the optimal asset allocation. The Wayne State Foundation’s long-term investments are divided into three asset classes as follows:

 

Class

Maximum Percent

Minimum Percent

Target Percent

Equities

75

55

67-73

Fixed Income

45

20

22-28

Cash

25

0

0-5

 

The actual asset allocation, which will fluctuate with market conditions, receives regular analysis by Wayne State Foundation staff, finance committee and executive committee. In December and June of each year, the executive committee will approve target asset allocation percentages for subsequent six month periods.

 

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