University Endowments Change the Way They're Investing

The video discusses the founding of Harvard College, highlighting John Harvard's contribution. It then shifts to Yale's investment transformation under David Swensen, who revolutionized endowment strategies by diversifying into non-traditional assets. This approach significantly grew Yale's endowment and influenced other universities to adopt similar strategies, reducing reliance on stocks and bonds in favor of alternatives like private equity and venture capital.

Who was the English minister whose contributions led to the naming of Harvard College?

• David Swensen

• John Yale

• John Harvard

• William Massachusetts

What was the primary focus of David Swensen's investment strategy at Yale?

• Investing in traditional stocks and bonds

• Reallocating assets into non-traditional asset classes

• Focusing solely on real estate

• Investing in technology startups

By how much did Yale's endowment grow under David Swensen's management?

• From $1 million to $10 billion

• From $10 million to $100 billion

• From $1 million to $32 billion

• From $10 million to $32 billion

What percentage of university endowment holdings were in fixed income in 2020?

• 25%

• 50%

• 33%

• 12%

Which of the following was NOT a focus of modern university endowment portfolios?

• Marketable alternatives

• Venture capital

• Private equity

• Traditional bonds