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policy portfolio

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Apr 13, 2020 by Sandra Robertson · across every show →

Everything said about policy portfolio, oldest first

Apr 13, 2020 neutral
Disclosure
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…”
Sandra Robertson Apr 13, 2020 ▶ 26:55 Sandra Robertson – Oxford's Queen of Endowment Management (Capital Allocators, EP.130)
Apr 29, 2024 positive
Assertion Not checkable as stated
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.”
Letitia Johnson Apr 29, 2024 ▶ 23:51 Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
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