Yale Model of endowment investing
GPTKB entity
Statements (35)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
investment strategy
|
| gptkbp:adoptedBy |
other institutional investors
Harvard University Endowment Princeton University Endowment Stanford University Endowment |
| gptkbp:aimsTo |
higher risk-adjusted returns
|
| gptkbp:allocates |
private equity
venture capital fixed income hedge funds real assets domestic equities foreign equities |
| gptkbp:alsoKnownAs |
gptkb:Yale_Model
Endowment Model |
| gptkbp:bench |
Yale Endowment Portfolio
|
| gptkbp:contrastsWith |
traditional 60/40 portfolio
|
| gptkbp:criticizedFor |
complexity
dependence on alternatives illiquidity risk |
| gptkbp:developedBy |
gptkb:David_Swensen
gptkb:Yale_University |
| gptkbp:documentedIn |
gptkb:Pioneering_Portfolio_Management
|
| gptkbp:emphasizes |
diversification
alternative assets |
| https://www.w3.org/2000/01/rdf-schema#label |
Yale Model of endowment investing
|
| gptkbp:influenced |
institutional investing
university endowment management |
| gptkbp:inspiredBy |
gptkb:Modern_Portfolio_Theory
|
| gptkbp:introducedIn |
1985
|
| gptkbp:notableFor |
gptkb:David_Swensen
Dean Takahashi |
| gptkbp:reduces |
traditional stocks and bonds
|
| gptkbp:bfsParent |
gptkb:Yale_University_Investments_Committee
|
| gptkbp:bfsLayer |
7
|