This asset allocation represents our collective view of the best investment opportunities in the current market and economic environment.
| 2012 Strategic Asset Allocation |
| Asset Allocation Detail |
| Cash |
3% |
|
|
3.0% |
| Fixed Income |
28% |
|
| Bond Investment A |
Tax Exempt |
|
6.0% |
| Bond Investment B |
Investment Grade/MBS/Preferred/BABs |
|
9.0% |
| Bond Investment C |
High Yield/Leveraged Loans |
|
9.0% |
| Bond Investment C |
International |
|
4.0% |
| Equity |
36% |
|
| Stock Investment A |
U.S. Large Cap |
|
16.0% |
| Stock Investment B |
U.S. Small/Mid Cap |
|
9.0% |
| Stock Investment C |
Convertibles/Hybrid |
|
3.0% |
| Stock Investment D |
International Developed |
|
3.0% |
| Stock Investment E |
International Emerging |
|
5.0% |
| Commodities/Energy |
3% |
|
| Stock Investment F |
Diversified Commodities |
|
3.0% |
| Alternative |
30% |
|
| Alternative Investment A |
Market Neutral |
|
10.0% |
| Alternative Investment B |
Long/Short Equity |
|
10.0% |
| Alternative Investment C |
Arbitrage Strategies |
|
10.0% |
| Total Portfolio |
|
100.0% |
The asset allocation shown is a “model” portfolio; however, it should not be relied upon as a measure of our firm’s investment performance record as individual client results can vary substantially. Past investment performance is not necessarily an indication of future performance.
