Asset Allocation

The Unitized Endowment Pool's long-term target asset allocation is intended to ensure that investment objectives are met and that the portfolio is appropriately diversified.  The target asset allocation is defined by ranges, and further ability to underweight or overweight is permitted with Investment Committee approval.  In contrast to traditional asset allocation models that rely on fixed allocations to narrowly defined asset classes, the Unitized Endowment Pool's asset allocation policy gives it the flexibility to take advantage of secular trends and themes that offer the most promising return opportunities before they are widely recognized by the market.