What Investors Can Learn From the Top College Endowments

The video discusses how top endowments like Harvard and Yale invest, highlighting their global perspective and allocation to equity and real assets. It addresses the challenges they face, such as aggressive portfolios and the 2008 bear market losses. The video introduces new investment opportunities like ETFs with zero management fees and explores the role of alternative investments in endowment strategies.

What is one of the key strategies used by top endowments like Harvard and Yale to combat inflation?

• Allocating heavily to equity-like assets

• Focusing on short-term investments

• Investing solely in US assets

• Avoiding real assets

What is a unique feature of the ETF launched for endowment-style investment portfolios?

• It charges a high management fee

• It requires a minimum investment of $1 million

• It offers zero percent management fee

• It is limited to US securities

How can individual investors adjust their endowment-style portfolios?

• By investing in only one type of asset

• By changing the management company

• By adjusting the level of portfolio aggressiveness

• By setting a fixed investment period

What role did college endowments play in the mainstream adoption of alternative investments?

• They discouraged the use of alternative investments

• They were pioneers in delving into alternative investments

• They only invested in traditional asset classes

• They avoided alternative investments

What is a challenge faced by many endowments in outperforming basic investable benchmarks?

• Lack of access to global markets

• High management fees

• Difficulty in maintaining a zero percent fee structure

• Increased competition and market efficiency