The investment performance of Yale’s and Harvard’s endowments has drawn interest from other endowments and investors alike, but little research has been done on non-profit endowment performance overall, despite the $700 billion in assets they collectively manage. One recent study, “Investment Returns and Distribution Policies...
Smart beta strategies have seen an explosion of interest in the past few years, and the number of smart beta funds has increased dramatically in response. Investing in smart beta is now as easy as buying an index fund. Before you start buying...
Asset class investing has long been accepted as the key to building portfolios that allow investors to meet their long term investment goals. We believe by diversifying investments between a wide range of asset classes such as large U.S. stocks, emerging market stocks, bonds,...