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商品編號： 9-205-126 出版日期： 2005/06/20 作者姓名： Viceira, Luis M. 商品類別： Finance 商品規格： 31p 再版日期： 2006/01/26 地域： 產業： 個案年度： 2004 - 2005
商品敘述：
In early January 2005, Laurance Hoagland Jr., VP and CIO of the William and Flora Hewlett Foundation (HF), and his investment team met to finish their recommendations to the HF Investment Committee for a new asset allocation policy for the foundation''s investment portfolio. If the proposal was approved, HF would adopt a new asset allocation policy that included a substantial reduction in the overall exposure of the investment portfolio to domestic public equities and a significant increase in the allocation to absolute return strategies and TIPS. Hoagland and this team also needed to decide on a complementary recommendation to the HF Investment Committee to pledge approximately 5% of the total value of the portfolio to Sirius V, the latest fund at Sirius Investments, which specialized in global distressed real estate investments.
涵蓋領域：
Asset management;Diversification;Real estate investments;Risk management;Investment diversification
相關資料：
Case Teaching Note, (5-206-114), 25p, by Luis M. Viceira;Spreadsheet Supplement, (XLS051), 0p, by Luis M. Viceira
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