Tau Mu USA Foundation Endowment Fund

ASSET ALLOCATION

Fig 1. The IPS calls for an aggressive asset allocation strategy with 100% in stocks and none in bonds.

 

DIVERSIFICATION

Fig 2. The IPS calls for diverisification of the stock portfolio into 60% in domestic(US) and 40% in international

 

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Fig. 3. Assets as of 3/31/15 reflecting the IPS’s asset allocation and diversification goals