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Request the Endowment Investment Philosophy White Paper

The Endowment Investment Philosophy white paper examines the role that a broader range of asset classes may play in an investor’s overall portfolio. Building on the traditional allocation to stocks and bonds, the paper explores the potential characteristics, risks, and considerations associated with incorporating additional asset classes and investment strategies.

Drawing on concepts commonly used in institutional and endowment investing, the white paper considers how different asset classes may exhibit varying relationships to one another and to traditional markets. It discusses considerations such as diversification, risk, liquidity, time horizon, and the potential trade-offs investors may encounter when evaluating a broader investment opportunity set.

The paper is intended to provide educational information and a framework for evaluating portfolio construction concepts. It does not represent a recommendation that any particular investor adopt a specific asset allocation or investment strategy. The appropriateness of any investment approach depends on an investor’s individual objectives, risk tolerance, liquidity needs, time horizon, financial circumstances, and other considerations. Investing involves risk, including the possible loss of principal.

To comply with SEC marketing rule (206(4)-1, effective November 4, 2022, we will only provide the Endowment Investment Philosophy White Paper to advisors, institutional investors, family offices and accredited individuals. If you meet one of these qualifications and would like to receive the Endowment Investment Philosophy White Paper, contact Tim Landolt, Managing Director at (920) 785-6012 or email Tim@ETFModelSolutions.com or complete one of the two forms below:

 

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