Sentences with phrase «endowment model»

The phrase "endowment model" refers to a type of investment strategy used by institutions, like universities or large foundations, to manage their funds. It involves diversifying investments across various asset classes, such as stocks, bonds, and real estate, to achieve long-term growth and preserve capital. The aim is to generate income that can support the institution's activities or provide financial security over time. Full definition
Many educational institutions try to duplicate the legendary Yale endowment model in their own investing.
When I got to Notre Dame, I didn't really know what this whole endowment model was.
The Yale endowment model may be a victim of its own success.
Narvekar, who previously racked up superior returns at Columbia University, is a devotee of the «endowment model» pioneered by David Swensen of Yale.
If this is representative of the endowment model, let me then say that the endowment model accepts illiquidity risk more than most strategies do.
So, regarding the «endowment model» of investing, I have been partly a believer, and partly a skeptic.
As was the case with Mark Twain, reports on the death of the endowment model have been greatly exaggerated.
There is no single model, mode or manner of investing that outperforms in every environment and over every time period, and the endowment model of investing was never predicated on being the exception to this obvious reality.
The «endowment model» practiced by most of the big university endowments and many big foundations (but also by some astute smaller endowments and foundations) has overwhelmingly outperformed virtually all other models over any reasonable time period, and has done so for a very long time now.
There has been much written in the popular press lately about the failures and even the «death» of the endowment model.
I decided to write about the endowment model after reading this article, of which I will quote the first paragraph:
Just looking at the data, the endowment model has outperformed anything over the time period studied.
So, thinking about the endowment model, and you've been a practitioner of kind of asset allocation sort of ideas that are very heavy in what most would consider alternatives.
But maybe talk a little bit about kind of your thoughts on the endowment model but also how your views have evolved over the past 10, 20 years with particularly with one thought, one hand on as institutions practice but also how individual investor could attempt, or in many ways, not track some of the best concepts of the endowment model?
With the rest of the portfolio frozen, the portfolios of funds that had followed the endowment model could not rebalance, and generally missed the stunning rebound of the capital markets in the second quarter of 2009.
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