endowment portfolio
also referred to as: endowment portfolios
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 22, 2018 by Bill Spitz · across every show →
Everything said about endowment portfolio, oldest first
Jan 22, 2018 neutral
Spitz: Most Mid-1980s Endowments Kept Conservative, Simple Portfolios
“In general, I think endowment portfolios were still relatively conservative and relatively simple in their structure. Now, Harvard had obviously evolved. Yale was beginning to evolve. Notre Dame and Duke and some others were starting down that path, but it was…”
Aug 21, 2023 negative
Fixed volatility budgets force endowment managers to sell low and buy high
“A lot of people out there in our business think about the average endowment portfolio should have 10% standard deviation around its annual returns, 10% volatility budget, which makes no sense, because what happens when markets go down, volatility goes up, all …”