Tag: college

Asset Management Culture February 20, 2020

At Ivy League Endowments, Performance Dragged Down by Managers’ Picks

Private equity had a good year, but individual selections of stocks and other assets hobbled overall showing, report says.

Asset Allocation February 12, 2020

Harvard Faculty Divestment Vote Unlikely to Sway Endowment

The university’s management firm has resisted pressure to divest its $41 billion portfolio from fossil fuels.

Alternatives February 11, 2020

Pushing for New Donors, Columbia Is Building a Climate School

The university made sweeping commitments to sustainability, including a carbon neutral pledge for 2050 and the appointment of a chief climate officer.

Asset Allocation February 10, 2020

Georgetown Is Latest University Pledging to Unload Fossil Fuels—Someday

The Jesuit school said it will get rid of energy stocks over 10 years.

February 6, 2020

How Smaller Endowments, Shut Out of Razzle-Dazzle Investments, Make Do

They usually aren’t wealthy enough to land high-powered private equity or hedge fund investments. So they turn elsewhere.

Risk January 30, 2020

University Endowments Gain 5.3% in 2019

However, the average 10-year return beat long-term objectives for the first time in a decade.

Industry White Papers

The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.

The Case for Greater China Exposure in Global Equity Portfolios Discover what makes China a compelling, stand-alone investment opportunity.

The China Position Gauging institutional investor confidence in their strategy for entering this growing market

Four strategies for investing in emerging markets Ways to manage your EM allocation, an out of favor, but still appealing asset class.

Brexit Implementation Guide How should investors consider positioning their portfolios?