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Allocation

Success Through Diversification and Active Risk Management

Case Western Reserve University's successful long-term track record is partially the result of its diversified asset allocation policy. The diversified allocation is designed to weather good and bad economic conditions by reducing volatility and protecting asset value. The asset targets are reviewed and set by the investment committee every two years.

The portfolio has become more diverse, expanding from traditional equity and fixed income exposure to incorporating marketable alternatives (hedge funds), private equity and venture capital, greater international market exposure, and standing allocation to natural resources and real estate.

As part of the investment management process, the Office of Investments engages directly in risk management strategies to control benchmark risk, reduce volatility and protect against extreme tail risk events.

: Allocation: Asset Allocation Over Time & Active Risk Management

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