Tag: Harvard University

Regulation February 19, 2020

Stanford University Owes $43 Million Endowment Tax Bill

The university said it is actively working to repeal or limit the 1.4% tax on returns.

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.

Newsmakers September 20, 2017

Harvard Endowment Returns ‘Disappointing’ 8.1% in 2017

CEO says portfolio has ‘deep structural problems.’

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?