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Why Endowments have Outperformed Traditional Investments [Video]

September 30th, 2019

U.S. endowments are exceptionally well resourced and have access to the best fund managers and private equity programs, which contributes significantly to their investment success. By adopting a more dynamic, proactive version of the asset-allocation principles used by these endowments, it is possible for smaller investors to obtain high levels of risk-adjusted returns for their own portfolios — superior to that of traditional equity/bond portfolios and to most balanced investment funds.