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Hewlett Guide Questions

The document contains 6 questions for an investment committee to prepare to discuss the Hewlett Foundation's investment policy and proposed changes to its asset allocation. The questions address whether the new asset allocation can sustain a 5% payout while preserving capital, how the foundation currently manages its assets, whether selling HP shares in 2001 aligned with its asset allocation, if doubling the allocation to absolute return strategies makes sense, if an overlay program should be implemented and its potential impacts, and if a 5% commitment should be made to Sirius V.

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Rohit Kumar
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74 views

Hewlett Guide Questions

The document contains 6 questions for an investment committee to prepare to discuss the Hewlett Foundation's investment policy and proposed changes to its asset allocation. The questions address whether the new asset allocation can sustain a 5% payout while preserving capital, how the foundation currently manages its assets, whether selling HP shares in 2001 aligned with its asset allocation, if doubling the allocation to absolute return strategies makes sense, if an overlay program should be implemented and its potential impacts, and if a 5% commitment should be made to Sirius V.

Uploaded by

Rohit Kumar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Investment Policy at Hewlett Foundation 2005

Assignment questions for preparation

1. Hewlett Foundation (HF) seeks to sustain a long-term real payout of 5% and preserve capital in
real terms. It also seeks to meet the short-term objective of maintaining consistent spending
without sharp fluctuations. Is the newly proposed asset allocation adequate to meet these
requirements?
2. How does HF manage its assets?
3. In 2001, HF sold 5.5 million HP shares. Was it a good idea from the point of view of asset
allocation?
4. The asset allocation is proposed to double the allocation to absolute return strategies. Do you
agree with that?
5. If you were a member of the HF Investment Committee, would you implement the bondization
and equitization overlay programme? What would be the impact on expected return? Which
contracts would be the most effective ones?
6. Would you make the 5% commitment to Sirius V?

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