Prepared for Utah Higher Education Assistance Authority slide image

Prepared for Utah Higher Education Assistance Authority

Asset Allocation 100% Prepared for: Utah Higher Education Assistance Authority Proposed Target Enrollment Portfolio glide-path base case Year US Equity 90% 80% 70% 60% 1 2 3 Intl Intl Equity Bonds 57.00% 38.00% 3.50% 1.50% 57.00% 38.00% 3.50% 57.00% 38.00% 3.50% US Bonds Cash 0.00% 1.50% 0.00% 1.50% 0.00% 4 54.60% 36.40% 6.30% 2.70% 0.00% 5 52.20% 34.80% 9.10% 3.90% 0.00% 6 49.80% 33.20% 11.90% 5.10% 0.00% 7 46.20% 30.80% 16.10% 6.90% 0.00% 50% 40% 8 42.60% 28.40% 20.30% 8.70% 0.00% 9 39.00% 10 35.40% Total Equity Age 18: 19% 11 33.00% 30% 26.00% 24.50% 10.50% 0.00% 23.60% 28.70% 12.30% 0.00% 22.00% 31.50% 13.50% 0.00% 12 13 20% 14 10% 15 16 09 17 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 Enrollment Years 18 19 20 21 US Equity Intl Equity US Bonds Intl Bonds Cash 22 52.90% 30.60% 20.40% 34.30% 14.70% 0.00% 28.20% 18.80% 37.10% 15.90% 0.00% 23.00% 15.30% 38.50% 16.50% 6.70% 18.20% 12.10% 39.40% 16.90% 13.30% 15.40% 10.20% 38.10% 16.30% 20.00% 12.80% 8.50% 36.40% 15.60% 26.70% 11.60% 7.70% 33.10% 14.20% 33.30% 10.40% 7.00% 29.80% 12.80% 40.00% 9.30% 6.20% 26.50% 11.40% 46.70% 8.10% 5.40% 23.20% 9.90% 53.30% 7.00% 4.60% 19.90% 8.50% 60.00% Average 31.75% 21.15% 23.42% 10.04% 13.64% Equity/FI 33.45% For institutional use only. Not for distribution to retail investors. 18
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