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The "endowment" model of investing, often simply referred to as the "Yale" model, after Yale's legendary Chief Investment Officer, David Swenson, who literally wrote the book on multi-asset class investing and is widely credited for Yale's incredible long term investment performance.  Many articles, case studies, and academic papers have been written about Yale's extraordinary … [Read more...] about The Endowment Model: A Brief Overview

There is a core question in managing money that is very difficult to answer, which is How hard is our money working? One hears about taking "calculated risks" or the term "risk adjusted returns" when discussing investment results. Too often the underlying components necessary to evaluate risk aren't disclosed, are difficult to understand, or aren't even measured at all. So risk … [Read more...] about Is Our Foundation Getting the Most Bang for Our Buck?