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As a hypothetical scenario for an endowment, we created the below. Update the asset allocation model. Your equity will need to be divided by domestic
As a hypothetical scenario for an endowment, we created the below. Update the asset allocation model. Your equity will need to be divided by domestic (large cap, mid cap, and small cap) and international exposure (large cap, mid cap, and small cap). Fixed Income will need to be divided by risk and sector as well. Your asset allocation model will need to be ordered by least riskiest investment to most risky investment. You will need a benchmark, average weight, and at least one mutual fund or etf within each section.
Allowable Ranges Strategic Asset Allocation Minimum Maximum Public Equity 40 30 50 Fixed Income 8 5 15 Private Equity 24 101 30 Real Estate 8 4 12 Real Assets 4 0 8 Private Credit 4 0 6 Absolute Retur 10 5 15 Cash 2 1 5 Allowable Ranges Strategic Asset Allocation Minimum Maximum Public Equity 40 30 50 Fixed Income 8 5 15 Private Equity 24 101 30 Real Estate 8 4 12 Real Assets 4 0 8 Private Credit 4 0 6 Absolute Retur 10 5 15 Cash 2 1 5Step by Step Solution
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