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Indiana University Foundation
Indiana University Foundation
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Asset Allocation of Managed Investments

As of June 30, 2008 (in millions of dollars)

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Asset Allocation in millions of dollars: alternative inveestments and other $509.4 accounting for 30.8%, cash and cash equivalents $159.8 accounting for 9.7%, Domestic Equility $514.9 accounting for 31.2%, international equity $292.9 accounting for 17.7%, domestic fixed income $156.9 accounting for 9.5%, international fixed income $19.0 accounting for 1.1%.
Asset Allocation in millions of dollars: alternative inveestments and other $509.4 accounting for 30.8%, cash and cash equivalents $159.8 accounting for 9.7%, Domestic Equility $514.9 accounting for 31.2%, international equity $292.9 accounting for 17.7%, domestic fixed income $156.9 accounting for 9.5%, international fixed income $19.0 accounting for 1.1%.

The key is to grow the portfolio over the long-term. As the steward of IU's investment portfolio, this goal has led IUF to emphasize an equity bias as the way to participate in long-term economic growth around the world. Diversification continues to be a valuable risk-reducing tool that leads to investments in other assets as well. For example, an allocation to fixed income offers stability while exposure to real assets provides a level of inflation protection.

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