Endowment Financial Report

The Wisconsin Foundation and Alumni Association endowment portfolio’s current asset allocation is shown in the graph below. The asset allocation strategy has been established by WFAA’s board of directors and is reviewed at least quarterly to ensure that the portfolio’s investment and diversification objectives are met.

ASSET ALLOCATION AS OF DECEMBER 31, 2022

58.9% GLOBAL EQUITY

25.0% PRIVATE EQUITY

11.9% REAL ESTATE 4.2% CASH/OTHER