Endowment Investing

Found 5 Articles.

Yale Endowment Vs. Warren Buffett

April 10, 2018

The Yale Investment Office, which manages the Yale Endowment, devoted a couple of pages of its 32 pages annual report to explaining why it disagrees with Warren Buffett’s advocacy of index investing. The report points out that the endowment has had very strong returns for many decades and delivered returns better than index investors. It’s […]

Harvard’s Alternative Investing Universe

March 5, 2018

This article describes the history of the Harvard University Endowment’s investments in some investments. Specifically, the article deal with investments in timber, farming, and other non-mainstream businesses and investments. The bottom line is the endowment seems to have lost $1 billion or more recently in these investments after having some success in the past. Harvard […]

Defending Investment Management Fees

April 12, 2017

The Yale University Endowment Fund doesn’t follow the low-cost, index investing strategy of portfolio management. Instead, it owns a lot of hedge funds, private equity funds, and similar investments. The endowment pays a lot of fees to the managers of these funds, and it thinks that’s a good idea. In its annual report the endowment […]

Harvard Endowment’s Investment Problems

February 21, 2017

The Harvard University Endowment recently overhauled its investment practices. It intends to reduce its staff and rely more on outside investment advisors. But a major problem that university has had apparently isn’t with its endowment investments but with the way its cash is invested. This article explains that over the objections of several of its […]

Talking Investing with David Swenson of the Yale University Endowment

November 8, 2016

The longtime head of the Yale University Endowment is famous in money management circles but not so much elsewhere. In this article, The New York Times talks to him about his career, strategies for managing money, and more. In a series of extended interviews, he and more than a half-dozen of his investment-office veterans discussed […]

October 2020:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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