In a recent article, Bloomberg columnist Nir Kaissar argued that although it’s time to change the securities laws that prevent people from investing like the elite university endowments, there are…
Tag: Endowment Funds
CalPERS Urged to Exceed 7% Return Projections
Concerns that municipalities won’t be able to meet pension payment requirements has led the League of California Cities to urge the CalPERS Investment Committee to think “out of the box”…
Small College Endowment Outperforms Harvard by Indexing
Bill Abt, who oversees the $120 million endowment of Carthage College in Kenosha, Wisconsin, “has returns that beat Harvard’s $37 billion endowment and most others,” according to a recent article…
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…
Harvard Lost Billion Dollar Bet on Tomatoes and Sugar
A recent Bloomberg article offers an overview of the performance of Harvard University’s endowment fund, highlighting the failed efforts by the school’s highly paid money managers to “manage risks other…
Harvard Endowment Chief Slashed Value of Some Investments
The decision by the Harvard University endowment fund last year to write-down its nearly $4 billion in natural resource investments by more than 25% has made it the worst performer…
Harvard Endowment Shows Disappointing Performance
While an improvement over the 2% loss suffered in 2016, Harvard University’s endowment returned a lackluster 8.1% this year, according to a recent article in The Wall Street Journal, “marking…
Dartmouth Endowment Returns Hit New High
For the fiscal year ended in June, Dartmouth University’s endowment fund returned a record 14.6% to $4.96 billion, after a nearly 2% decline last year. This according to a recent…
Yale's Trouble with Timber
Yale University’s endowment fund has a chunk of timber holdings, an effort to hedge against inflation, but the holdings are raising controversy as some believe it puts large expanses of…
Yale's Actively Managed Fund Performance Waning
The majority of the Yale University endowment fund is invested with active managers but, if you compare its returns to low-cost active strategies rather than to passive indices, “Yale’s active…