003 · Benchmarks
Colorado School.
Targets, ranges and benchmarks as the document states them. Our copy of the IPS.
| Asset class | Bucket | Target | Range | Benchmark |
|---|---|---|---|---|
| Global Equity | Public Equity | 0.51% | 45–57% | MSCI ACWI IMI with USA GrossMSCI ACWI IMI (Net) with USA Gross |
| Fixed Income | Fixed Income | 0.23% | 18–28% | Bloomberg US AggregateBloomberg U.S. Aggregate Bond Index |
| Private Equity | Private Equity | 0.1% | 5–15% | MSCI ACWI IMI with USA Gross plus 200 basis pointsMSCI ACWI IMI (Net) with USA Gross plus 200 basis points |
| Real Estate | Real Estate | 0.1% | 5–15% | NCREIF ODCE + 50 bpsNCREIF Open End Diversified Core Equity Index (NFI-ODCE) plus 50 basis points, annually |
| Alternatives | Multi-Asset / Other | 0.06% | 1–11% | Weighted average of underlying objectives: Real Assets: CPI plus 400 basis points; Private Credit: Morningstar LSTA Leveraged Loan plus 150 basis points; Risk Mitigation: HFRI FOF Market Defensive ; Opportunistic: PERA Public Markets plus 150 basis pointsWeighted average of underlying objectives: Real Assets: CPI plus 400 basis points; Private Credit: Morningstar LSTA Leveraged Loan Index plus 150 basis points; Risk Mitigation: HFRI FOF Market Defensive Index; Opportunistic: PERA Public Markets plus 150 basis points |
| Cash | Cash | 0% | 0–3% | — |