Policy Portfolio
topic on 1 show · 2 statements across 2 episodes
2 statements about Policy Portfolio, every show
Johnson: Amherst managed its endowment bottom-up despite a written policy portfolio
“They did have a more traditional policy portfolio that was written down in paper, but in actuality, the way that they had managed the portfolio over time was a much more bottom-up, flexible framework.”
Oxford Endowment operates without a policy portfolio, flexing equities between 45-80%
“The way our asset allocation today is we don't have a policy portfolio. We have a group of broad asset groups we call risk assets, and we have ranges around which we can move them. So we have equities, and that can be anywhere between 45 to 80% of the whole po…”