Register on FOIAlts.com and e-mail foialts@gmail.com for documents from the latest meeting including:
Document #1
- DC Best Practices presentation from State Street Global Advisors
Document #2
- Presentation by plan’s law firm on Long Term investments (discussion of private equity funds terms and conditions, investment process, case law, etc.)
Document #3
- Presentation by Aon on Private Markets Secondaries
Document #4
- Asset allocation analysis by Aon and “changes that can be made to the return-seeking portfolio to enhance long-term return forecasts (and/or reduce portfolio volatility)….at least at the margin”
- Forecasted returns by asset class, forecasted volatilities and Aon’s view on whether the asset class is worth of consideration, plus comments on each asset class
- Three changes to asset allocation policy worth considering
- Five new potential asset allocation scenarios examined
- Modify equities allocation
- Credit
- Reducing equity/increasing alts
- etc.
