Yale Endowment Problems Analysis Executive Summary: The Yale University Investments Office: August 2006 case presents the unique and successful Yale endowment model, which develops by Chief Investment Officer David Swensen. Swensen managed the Yale endowment since 1985, and established a successful model based on its own investment philosophy. He dares to “take ‘the risk of.
Yale University Investments office Matthew KinneyYale University Investments Office: August 2006Question: The Yale University Investments Office is faced with a decision on whether to continue with the investment strategy that had been so successful in the preceding years or to reevaluate given changes in the market and the changes in risk and liquidity of the.
Yale University Investments office: June 2003In recent years Yale has been among the more aggressive investors in hedge funds and private equity.One of Yale’s strengths has been in its releationships with top managers in both the hedge fund and private equity world. However, a decision to reduce investments in these areas could damage those relationships..
Yale University Investments office: August 2006 1. What are the main principles of Swensen’s investment philosophy? a. Describe and critique each principle. 1. Strong believe in equities. Equities are a claim on areal stream of income while the bonds have low expected returns but poor performance with uncertain inflation. The long-run returns of equity is.
