003 · Benchmarks

Vermont Teachers.

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

Asset class Bucket Target Range Benchmark
Global Equity Public Equity MSCI ACWI IMI
U.S. Large Cap Core Equity Public Equity S&P 500S & P 500 (Cap Wtd)
Small/Mid Cap Core Equity Public Equity Russell 2500
International Equity Public Equity ACWI ex US
Emerging Market Equity Public Equity MSCI EM
Core Fixed Income Fixed Income Bloomberg US AggregateBloomberg Barclays US Aggregate Bond
Global Fixed Income Fixed Income Citi WGBI
Emerging Market Debt Fixed Income JP Morgan EMBI Global
TIPS Fixed Income Bloomberg US TIPSBloomberg Barclays US TIPS
Core Real Estate Real Estate NCREIF ODCE
Non-Core Real Estate Real Estate NCREIF ODCE + 2%
Hedge Fund of Funds Hedge Funds / Absolute Return HFRI Fund of Funds
Commodities Real Assets / Infrastructure Bloomberg CommodityBloomberg Commodity Index
Private Infrastructure/Land Real Assets / Infrastructure NCREIF Farmland
Private Equity Private Equity Cambridge Private Equity
Private Debt Private Credit / Debt CS Leveraged Loan + 2% (Spliced)
Cash Equivalents Cash ICE BofA 3 Mo US T-BillICE BofAML 3 Mo US T-Bill
High-Yield Fixed Income Fixed Income Bloomberg US High YieldBloomberg Barclays High Yield
Infrastructure Real Assets / Infrastructure CPI + 3%

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