The assignment is to take the existing portfolio below and transition it to the one you think will serve the university best over the next 10+ years … Think about a couple of themes that will drive the markets – inflation, weak dollar, etc.? Pick the new allocation … on the first page of your project, list the old and new portfolio … Explain as succinctly as you can what you need to sell and what you are going to buy. this should be at the least 5 pages
University Portfolio:
Domestic Equity – 23%
International Equity – 12%
Bonds – 15%
Real Assets – 10%
Hedge Funds (ex Credit) – 17%
Credit Funds – 8%
Private Investments – 15%
Cash – 0%
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