003 · Benchmarks

Orange County ERS.

Targets, ranges and benchmarks as the document states them. Our copy of the IPS.

Asset class Bucket Target Range Benchmark
Global Public Equity Public Equity 45% 38–52% MSCI ACWI IMI Net
Private Equity Private Equity 15% 10–20% MSCI Global PEMSCI Global PE (1Q lag)
Income Strategies Multi-Asset / Other 17% 12–22% Income Strategies CustomIncome Strategies Custom Index
Real Assets Real Assets / Infrastructure 13% 8–18% Real Assets CustomReal Assets Custom Index
Risk Mitigation Multi-Asset / Other 10% 6–14% Risk Mitigation CustomRisk Mitigation Custom Index
Cash Cash 0% 0–5% 91-Day T-Bill91-Day T-bills
Unique Strategies Multi-Asset / Other 0% 0–5%
Income Strategies - Public Multi-Asset / Other 85% Bloomberg US Aggregate / 15% Bloomberg US TIPS85% Bloomberg U.S. Aggregate / 15% Bloomberg U.S. TIPS Index
Income Strategies - Private Multi-Asset / Other 60% S&P UBS Leveraged Loan / 40% S&P UBS Western European Leveraged Loan
Real Assets - Real Estate Real Estate NCREIF ODCE
Real Assets - Energy Real Assets / Infrastructure MSCI Global Natural ResourcesMSCI Global Natural Resources (1Q lag)
Real Assets - Infrastructure Real Assets / Infrastructure MSCI Global InfrastructureMSCI Global Infrastructure (1Q lag)
Risk Mitigation - First Responders Multi-Asset / Other Bloomberg Long-Term US TreasuryBloomberg Long-Term U.S. Treasury
Risk Mitigation - Second Responders Multi-Asset / Other Soc Gen Trend
Risk Mitigation - Diversifiers Multi-Asset / Other 50% Soc Gen Multi Alt Risk Premia / 50% HFRI Macro (Total)50% Soc Gen Multi Alt Risk Premia / 50% HFRI Macro (Total) Index

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