How has your institution adjusted allocations over the past several years?
Philip Rotner
Replied Jun 10
One of the first things we did at Children's was build a proprietary investment model, what we call a portfolio design model. Some people might call it an asset allocation model. We use the portfolio…
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What is your team doing with respect to rebalancing allocations as a result of the COVID-generated economic turbulence?
Scott Pittman, SVP & Chief Investment Officer
Replied May 11
In March 2020, we rebalanced into equities once the market was down over -20%. We used a large portion of cash that had been set aside to buy the S&P 500 through ETF purchases. We planned to depl…
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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 he…
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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 macroeconomic…
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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 decis…
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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 the …
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