Asset Allocation Changes

Allocation Changes

The BOKF Asset Allocation Committee recently made a few changes to the tactical asset allocation guidance.  International markets have become more attractive based on their valuation and growth trajectory, therefore, the committee members remain modestly constructive on the market and will reduce the allocation to REITs and increase the allocation to international equities.

Tactical Allocation Changes

UPAL Conservative and Balanced Models

The allocations to the UPAL Core Bond Fund and UPAL Global Public Real Estate Fund are being reduced by 1%.  This reduction is being reallocated 2% to the UPAL International Fund.

UPAL Aggressive Model

The allocation to the UPAL Global Public Real Estate Fund is being reduced by 2%.  This reduction is being reallocated 2% to the UPAL International Fund.