Allocating Your Assets - Exponent Philanthropy

Allocating Your Assets

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Asset allocation, that is, the diversification of assets within an investment portfolio, is central to a foundation’s investment strategy. Many consider it to be your foundation’s most important investment responsibility.

Study after study has shown that the choices you make about asset allocation—the division of your assets among different types of assets classes with different expected risks and returns (e.g., stocks, bonds, money market funds, private equity, hedge funds, real assets, commodities)—explain most of the volatility and return of your total portfolio.

What should you consider when allocating your foundation’s assets?

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