growth allocation

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 10, 2025 by Shannon O'Leary · across every show →

Everything said about growth allocation, oldest first

Mar 10, 2025
Disclosure
O'Leary: Foundation allocates 65% to growth assets to fund 5% spending
“On the gross side though, because we're trying to support at five percent spending policy while offsetting inflation over time, that's always going to be the biggest chunk of this portfolio. It is a big risk budget. So, 65% where we're seeking higher return, a…”
Shannon O'Leary Mar 10, 2025 ▶ 29:40 Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
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