What is your team doing with respect to rebalancing allocations as a result of the COVID-generated economic turbulence?
Michael Odlum, Senior Vice President of Treasury
Replied Apr 16
We've held our target allocation steady throughout. So late in the first quarter of last year, an understandable argument would have been to pull back on equity exposures and be more conservative. ...
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How has your institution adjusted allocations over the past several years?
Elizabeth Burton, Chief Investment Officer
Replied Mar 31
We have been altering the portfolio slightly. A couple of years ago, we were a little bit over-allocated to venture (within the private equity portfolio, not at the total plan level). We've been tr...
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How has your institution's strategic allocation changed over the course of the last two decades?
Xing Chen, Chief Investment Officer
Replied Feb 11
It has been a wholesale change from a consultant-driven 60/40 portfolio to a dynamic, opportunistic investing model with the majority of the portfolio in alternative investments. We made our first ...
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What portion of your organization's assets are included in your ESG program?
Andrew Collins, Director of ESG Investing, SFERS
Replied Feb 09
The short answer is 100%. Fundamentally we believe that environmental, social, and governance factors can have a material impact on the value of companies and securities, as well as the macroeconom...
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Did you see any rethinking or rebalancing of the asset allocation strategy?
Scott Richland, Chief Investment Officer
Replied Jul 07
In the 2008 crisis, for a variety of reasons, the Institute determined that it was appropriate to de-risk the endowment. Of course, the problem with de-risking is not only do you have to make a dec...
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What's your firm's geographic allocation strategy for venture capital?
Mark Sherman
Replied Jun 23
Typically we're investing 70% in the U.S., and the other 30% in other parts of Asia, with China being the largest piece. I think we're likely to just keep that strategy pretty similar. We'll see th...
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