Asset Allocation
Academic Endowments Post Sluggish Returns for Fiscal 2023
Yale, Stanford, Bowdoin and Duke's funds trail previous showings amid a rough year.
Tag: David Swensen
Inside or Outside? Where Do Successful CIO Candidates Come From?
Three looks at the different paths investment chiefs took to reach their present berths.
What Makes the Yale Model of Investing So Successful?
The heavy focus on alternatives is just one piece of the picture.
Corporate Moves
Yale Chooses CIO from Within
Venture capital director Matthew S. T. Mendelsohn has been tapped to lead the $31.2 billion endowment.
Asset Management Culture
David Swensen, Yale’s Iconic Endowment Chief, Dies at 67
He pioneered the push into alternative assets, now popular among institutional investors.
Asset Management Culture
Lisa Howie Tapped as Smith College’s First CIO
Howie leaves Yale University after 12 years to lead the $2 billion women’s college endowment.
Why Wild and Crazy Bitcoin May Become a Pension Portfolio Fixture
Retirement funds and other institutions are gradually warming to cryptocurrencies.
How Did Alts, a Jumble of Different Things, Get So Popular?
In a time of LDI and other de-risking, they seem less risky than stocks, yet offer decent returns.
How Multi-Asset Investing Became So Popular
Widely diversified asset allocation methodology offers promises of capital preservation, a boon post-crisis.
Corporate Moves
Dean Takahashi, Yale’s Robin to David Swenson’s Batman, Exiting Endowment
Legendary investor, thought to be chief’s successor, leaving after more than 30 years with the organization.