In early January 2005, Lawrence Hoagland, Jr., vice president and CIO of the William and Flora Hewlett Foundation (HF), and his investment group met to complete its recommendations to the Investment Committee for the new HF asset allocation policy for the investment portfolio. If the proposal is approved, HF would adopt a new policy of asset allocation, which included a significant reduction in the overall impact on the investment portfolio of domestic public shares and a significant increase in allocations to absolute return strategies and tips. Hoagland and this team also needs to decide on additional recommendations of the Committee HF investments as collateral for about 5% of the total portfolio at the Sirius B, the last at Sirius Investment Fund, which specializes in global distressed real estate investments.Investment Policy at the Hewlett Foundation (2005) Case Solution
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by Luis M. Viceira Source: Harvard Business School 31 pages. Publication Date: June 20, 2005. Prod. #: 205126-PDF-ENG
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