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Asset Allocation

The ASRS manages a well-diversified portfolio that is designed to produce steady returns over a long period of time. This institutional investment approach relies primarily on an asset allocation strategy that does not radically change due to market conditions but is analyzed regularly to take advantage of market and economic conditions.

The current broad asset allocation is as follows:

TargetLowHighBenchmark
Equities503565ACWI-IMI
Real Estate201020ODCE net
Credit201030S&P / LSTA+250
Interest Rate Sensitive Bonds10020Bloomberg Barclays Ag
Other0010Investment Specific
Cash00590-day TBill

 

For more details on Asset Allocation, view

 Strategic Asset Allocation  Policy Analysis

 Strategic Asset Allocation  Policy Investment Strategy

 

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