While difficult to ascertain the exact drivers of returns amongst small and large endowment funds based on respective asset allocations, we can hypothesize. As mentioned earlier, returns across ...

Building on that, I dove into the mutual fund data to see how much asset allocations have shifted over the past decade based on the asset mix of funds’ holdings. What I found only further ...

The Harvard Management Company pared down the direct holdings in its public equity portfolio to fewer public stocks than ...

Endowment gifts are essential elements of supporting UD ... who provide ultimate oversight and guidance on various investment strategies and asset allocation. The investment committee utilizes a ...

The increasingly popular exchange-traded funds ... of Yale University revolutionized endowment investing by incorporating alternative strategies into asset allocations. Ford says buffer ETFs ...

Publicly, the University shares the endowment’s broad asset allocation and investment returns ... the Uniform Prudent Management of Institutional Funds Act, which protects the assets of nonprofit ...

Dodge & Cox replaces Western Asset Management Co., which was ... As of Dec. 31, the endowment fund’s actual allocation to fixed income was 23.4%. Allocation information for the state insurance ...

TWO RIVERS – An endowment fund established 25 years ago that now benefits “organizations in Manitowoc County with an emphasis on kids” distributed $50,000 across six organizations in 2024.

The Michigan Tech Fund is a not-for-profit, tax-exempt corporation established in 1965 under the laws of the State of Michigan. Existing solely for the benefit of Michigan Technological University and ...