What additional asset classes will be used in the Foundation’s investment program beginning June 1, 2008?
All the Investment Funds will include positions in international emerging market stocks, global and inflation protected bonds and real assets (primarily real estate Investment trusts – REITs – and energy). Though not in the initial portfolio mix, small- and mid-cap domestic stocks are asset classes that will likely be used in the future as market conditions change. The Foundation’s Investment Policy Statement describes those asset classes approved for use in its Investment Funds. The policies are under review by the Investment Committee and the Board may approve revisions to the policy statement at its September 2008 meeting.
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