---
title: "Policy Benchmark Exercise"
id: "60452"
type: "post"
slug: "policy-benchmark-exercise"
published_at: "2019-05-08T09:00:00+00:00"
modified_at: "2026-11-04T19:18:21+00:00"
url: "https://associationsnow.com/2019/05/08/policy-benchmark-exercise/"
markdown_url: "https://associationsnow.com/2019/05/08/policy-benchmark-exercise.md"
excerpt: "A worksheet for setting an investment portfolio's asset allocation targets and blended policy benchmarks across equity, fixed income, and alternative strategies, with standard market indexes for each."
taxonomy_category:
  - "Organizational Strategy"
taxonomy_post_tag:
  - "asset allocation"
  - "Benchmarking"
  - "PDF"
  - "The Sample Center"
  - "Web Strategy"
taxonomy_content_format:
  - "Templates"
taxonomy_role:
  - "C-Level"
  - "Executive Team"
taxonomy_persona:
  - "Executive Leadership"
---

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[Kate deLacy](https://associationsnow.com/author/kate-delacy/)

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Tags: [#asset allocation](https://associationsnow.com/tag/asset-allocation/)
 [#Benchmarking](https://associationsnow.com/tag/benchmarking/)
 [#PDF](https://associationsnow.com/tag/pdf/)
 [#The Sample Center](https://associationsnow.com/tag/the-sample-center/)
 [#Web Strategy](https://associationsnow.com/tag/web-strategy/)

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