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Question In your opinion, what other investment categories could the Investment Committee have considered? Using Craig Israelsen's 7Twelve portfolio suggestions as a guide, or any other source you want, note at the bottom of your spreadsheet at least two additional asset groups, in your opinion, the Investment Committee could have considered when making these target allocations for their investments.

Question In your opinion, what other investment categories could the Investment Committee have considered? Using Craig Israelsen's 7Twelve portfolio suggestions as a guide, or any other source you want, note at the bottom of your spreadsheet at least two additional asset groups, in your opinion, the Investment Committee could have considered when making these target allocations for their investments.

FINANCIAL ACCOUNTING
FINANCIAL ACCOUNTING
10th Edition
ISBN:9781259964947
Author:Libby
Publisher:Libby
Chapter1: Financial Statements And Business Decisions
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Question In your opinion, what other investment categories could the Investment Committee have considered? Using Craig Israelsen's 7Twelve portfolio suggestions as a guide, or any other source you want, note at the bottom of your spreadsheet at least two additional asset groups, in your opinion, the Investment Committee could have considered when making these target allocations for their investments.
Transcribed Image Text:Question In your opinion, what other investment categories could the Investment Committee have considered? Using Craig Israelsen's 7Twelve portfolio suggestions as a guide, or any other source you want, note at the bottom of your spreadsheet at least two additional asset groups, in your opinion, the Investment Committee could have considered when making these target allocations for their investments.
1. Assume that George Mason Medical Center has investments in a Building Replacement Fund with the following balances as of July 15, 2022 listed by category. The Investment Committee of the Board has approved a recommendation to reallocate these funds, and to include for the first-time common stocks from non-US companies. Assume that the portfolio will be rebalanced on August 1, 2022, to equal the Board's targeted desired allocation percentages. George Mason Medical Center Recommended Asset Allocation for Building Replacement Fund Rebalancing of Investment Portfolio as of July 15, 2022 Investment Description Cash and Cash Equivalents Fixed Income - Domestic Bonds Fixed Income - International Bonds Equities Large Cap Growth Equities Large Cap Value Equities - Mid/Small Cap Growth Equities Mid/Small Cap Value Equities International Total S Balance on 7/15/2022 12,000,000 32,000,000 10,000,000 13,000,000 25,000,000 11,000,000 12,000,000 S 115.000.000 Current Allocation % 10.4% 27.8% 8.7% 11.3% 21.7% 9.6% 10.4% 0.0% 100.0% Future Desired Allocation 5.0% 22.0% 12.0% 11.0% 23.0% 11.0% 10.0% 6.0% 100.0% Your calculated Re-balanced Amounts ? ? ? ? ? ? ? ? $ 115,000,000
Transcribed Image Text:1. Assume that George Mason Medical Center has investments in a Building Replacement Fund with the following balances as of July 15, 2022 listed by category. The Investment Committee of the Board has approved a recommendation to reallocate these funds, and to include for the first-time common stocks from non-US companies. Assume that the portfolio will be rebalanced on August 1, 2022, to equal the Board's targeted desired allocation percentages. George Mason Medical Center Recommended Asset Allocation for Building Replacement Fund Rebalancing of Investment Portfolio as of July 15, 2022 Investment Description Cash and Cash Equivalents Fixed Income - Domestic Bonds Fixed Income - International Bonds Equities Large Cap Growth Equities Large Cap Value Equities - Mid/Small Cap Growth Equities Mid/Small Cap Value Equities International Total S Balance on 7/15/2022 12,000,000 32,000,000 10,000,000 13,000,000 25,000,000 11,000,000 12,000,000 S 115.000.000 Current Allocation % 10.4% 27.8% 8.7% 11.3% 21.7% 9.6% 10.4% 0.0% 100.0% Future Desired Allocation 5.0% 22.0% 12.0% 11.0% 23.0% 11.0% 10.0% 6.0% 100.0% Your calculated Re-balanced Amounts ? ? ? ? ? ? ? ? $ 115,000,000
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