How have differences in policy asset mix impacted your total return performance?
The biggest driver of total returns performance is your investment policy asset mix. Your report compares your Policy Return performance to your peers and to your country universe for multiple years. Your Policy Return is the return you could have earned by passively indexing your investments according to your policy asset mix. The report also compares your investment policy asset mix to your peers and describes in detail how differences in policy asset mix and benchmark portfolios have impacted your relative performance.
| Asset Class |
You |
Peer Avg |
Universe Avg |
| Stock |
|
|
|
Large Cap & Broad Mkt U.S. Stock
Small Cap U.S. Stock
EAFE and Global Stock
Emerging Mkt Stock
Total Stock
|
50%
0%
15%
0%
65% |
35%
6%
17%
2%
59% |
38%
6%
16%
1%
61% |
| Fixed Income |
|
|
|
Fixed Income Broad Market
Fixed Income Global
Fixed Income High Yield
Cash
Total Fixed Income
|
23%
6%
4%
0%
33% |
24%
4%
3%
1%
32% |
25%
2%
2%
1%
30% |
| Other |
|
|
|
Real Estate & REITS
Hedge Funds
Private Equity
|
2%
0%
0% |
4%
1%
4% |
5%
1%
3% |
| Total |
100% |
100% |
100% |
Key Analysis