003 · Benchmarks
Omaha School.
Targets, ranges and benchmarks as the document states them. Our copy of the IPS.
| Asset class | Bucket | Target | Range | Benchmark |
|---|---|---|---|---|
| U.S. Equities | Public Equity | 27% | 22–32% | DJ US Total Stock MarketDJ US Total Stock Market Index |
| International Equities | Public Equity | 11.5% | 6.5–16.5% | MSCI ACWI ex US IMIMSCI All Country World Index ex-U.S. IMI |
| Global Equities | Public Equity | 19% | 14–24% | MSCI ACWI IMIMSCI All Country World IMI |
| Fixed Income | Fixed Income | 30% | 25–35% | Bloomberg US Universal BondBloomberg Barclays Universal Index |
| Real Estate | Real Estate | 7.5% | — | NCREIF ODCENFI-ODCE Index |
| Private Equity | Private Equity | 5% | — | DJ US Total Stock Market + 3% netDJ US Total Stock Market Index + 3% net |
| individual managers | Multi-Asset / Other | — | ±3% of target allocation | — |