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Mariner Institutional reports Q4 net return 1.61% and details fund allocation
Summary
Mariner Institutional presented comparative trailing returns (Q4 net return 1.61%, five-year net 6.23%) and the board reviewed the fund's asset allocation: $300,519,800 total, 46.0% equities, 46.5% fixed income, 4.7% real estate, 2.8% cash.
The board heard a presentation from Mariner Institutional on the fund’s recent performance and asset allocation. The presentation reported a fourth-quarter net return of 1.61% and a five-year net return of 6.23%.
Mariner Institutional also provided an asset-allocation breakdown: the total fund market value at Dec. 31, 2025 was reported as $300,519,800, allocated 46.00% to equities, 46.50% to fixed income, 4.7% to real estate, and 2.8% to cash. The consultant presented these as the current allocation and comparative trailing returns; the minutes record the presentation but do not include additional commentary or recommended changes.
The presentation was given during routine investment oversight and will inform the board's ongoing fiduciary review of portfolio performance and asset mix.
