Q: What percentage of the University's Treasury Pool investments are in equities?
A: During the year, the equity allocation varies between 31% and 39% of the total portfolio.
Q: How does the Treasury Pool achieve market exposure to equities?
A: We achieve market exposure generally through the use of equity mutual funds. All equities are managed externally.
Q: What percentage of the Treasury Pool is managed inhouse?
A: Currently less than 1% of the portfolio. These are fixed income securities.
Q: Do you have any investment style preferences?
A: When investing in domestic large cap equities, we use an index fund. The University uses two managers each for its domestic mid-cap, global and international equity portfolios. For each of these strategies have both a value and a growth manager. The Small-cap manager favors value style.