endowment funds

3 statements across 3 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement May 22, 2017 by Charlie Ellis · across every show →

Everything said about endowment funds, oldest first

May 22, 2017 positive
Opinion
Ellis: Most endowment committees should implement portfolios using index funds
“And then, of course, I would say, and probably most of us should implement using index funds.”
Charlie Ellis May 22, 2017 ▶ 58:20 Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
Jan 22, 2018 bearish
Prediction Not checkable as stated
Spitz: Endowments Will Struggle to Hit Required 6-8% Return Targets
“So if I'm an endowment fund, and to sustain the spending rate, got to earn seven, eight percent, six, seven, eight percent kind of return, I think that's going to be a pretty significant challenge, you know, looking ahead.”
Bill Spitz Jan 22, 2018 ▶ 37:26 Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
Dec 12, 2022 negative
Insight
Institutional ecosystem participants contribute to pension and endowment fund underperformance
“The theory that I was putting forward and I stand with it right now is that all the different participants have made contributions to the problem of investment results, particularly of pension funds and endowment funds, typically underperforming the markets. T…”
Charlie Ellis Dec 12, 2022 ▶ 14:28 Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286)
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