File #: TMP-34094    Version: 1 Name:
Type: Discussion Item Status: To Be Introduced
File created: 5/7/2025 In control: Investment Board
On agenda: 5/14/2025 Final action:
Title: ASSET ALLOCATION G. Waters, Chair, provided an overview of the 2024 Investment Management Report presented at the April 9, 2025, Finance and Responsible Governance Committee meeting. He advised that the presentation was well received by the Committee and Council members who attended the meeting. J. Bayley, Investment Analyst, and T. Rayaisse, Portfolio Manager, discussed the first quarter (Q1) investment results for 2025, focusing on asset allocation, portfolio performance, and market outlook. Mr. Bayley reported the Prudent Investor Portfolio's allocation: * Fixed Income: 63% * Equity: 19% * Money Market: 17% The money market allocation increased slightly from Q4 2024 to enhance portfolio liquidity.
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
No records to display.

Title

ASSET ALLOCATION

 

G. Waters, Chair, provided an overview of the 2024 Investment Management Report presented at the April 9, 2025, Finance and Responsible Governance Committee meeting. He advised that the presentation was well received by the Committee and Council members who attended the meeting.

 

J. Bayley, Investment Analyst, and T. Rayaisse, Portfolio Manager, discussed the first quarter (Q1) investment results for 2025, focusing on asset allocation, portfolio performance, and market outlook.

 

Mr. Bayley reported the Prudent Investor Portfolio’s allocation:

 

•                     Fixed Income: 63%

•                     Equity: 19%

•                     Money Market: 17%

 

The money market allocation increased slightly from Q4 2024 to enhance portfolio liquidity.