The Endowment Model

Large institutional investors like pension funds, university endowments, and sovereign wealth funds are looked to as thought leaders in portfolio management and asset allocation. Their asset allocation strategies often have a taste for alternative asset classes like hedge funds, private equity, and private real estate.

DISCLOSURES:

Investment involves risks. The investment return and principal value of an investment may fluctuate so that an investor's portfolio, when redeemed, may be worth more or less than their original value. There is no guarantee that the strategies will be successful. Past performance or the use of an advisor is no guarantee of future results.

The information provided in this presentation has been compiled from sources believed to be reliable and current, but accuracy should be placed in the context of the underlying assumptions.

All videos are being provided for informational purposes only and should not be considered a solicitation, recommendation, or endorsement of any particular security, product or service, or considered to be investment or tax advice. No investment decisions should be made solely based on the information in any of these videos. The opinions referenced within are as of the date of each video recording and are subject to change without notice. Information provided by third-party sources is not endorsed or guaranteed by IFA. Please be sure to use the pause button to fully read the important disclosures at the end of each video.

The video on this page was originally recorded in March 2021 and is republished here with permission of Ben Felix. No further republication or redistribution is permitted without the written consent of Ben Felix.