David Swensen, the legendary chief of Yale University’s endowment fund, passed away last week at age 67. This according to an announcement in Chief Investment Officer. “In his 36 years…
Tag: David Swensen
Yale’s Swensen Delivers Message to Money Managers on Diversity
David Swensen, veteran investment chief of Yale University’s $31.2 billion endowment, has a clear message for the firms that manage the school’s money: Hire more women and minorities, or you…
Profile: David Swensen and How He Made Yale Rich
A recent article in Bloomberg profiles David Swensen, who has overseen the Yale University endowment for 34 years and has become something of a legend—as well as the school’s highest-paid…
Is Yale's David Swensen Horrible for Investing?
An article in Institutional Investor offers an in-depth discussion of the Yale University endowment investment model created by David Swensen, who has overseen the portfolio for over three decades, and…
Yale Enlisting Help from Endowment Chief for New Master's Program
Yale is turning to its longtime endowment CIO David Swensen to help develop the next generation of asset managers by teaching in its new master’s program. This according to a…
Yale's Endowment Fund Lagging the S&P 500
Although Yale University’s endowment fund—and its chief investment officer, David Swensen—have enjoyed a stellar reputation in the industry for decades, a recent article in Morningstar argues that the fund’s reputation…
Comparing Strategy Performance of Bernstein, Swensen, Browne and Swedroe
An article in Wealthmanagement.com compares the performance of four financial gurus by outlining a simulation of their signature portfolios “using readily available index funds and grantor trusts, annually rebalanced from…
Yale Says its Endowment "Crushes" Indexes
The 2017 Yale University annual report argues in favor of active management strategies used by the investment offices of the country’s ivy league schools, according to a recent article in Institutional…
Yale Endowment Learns Lesson on Diversification
Strong long-term performance has made the Yale University endowment fund—with a mere 4% weighting in U.S. stocks and heavy allocations to alternative investments– the widely accepted diversification model, according to…
Swensen of Yale Endowment: Low Market Volatility a Worry
David Swensen, chief investment officer of Yale University’s endowment fund, is concerned that low market volatility could lead to another market crash, according to a recent Bloomberg article. During his…
