Tag: University of Michigan

Newsmakers October 15, 2019

Ken Fisher’s Lewd Comments Cost Him a Big Client

The State of Michigan Retirement Fund has severed ties with billionaire asset manager’s firm, yanking $600 million investment.

Risk March 1, 2019

Michigan Endowment Dips Toe into Crypto Pool

University reveals $3 million investment in cryptonetwork fund.

Risk October 23, 2018

Michigan Endowment Returns 10.7%

Board of regents approves new model portfolio for 2019 fiscal year.

Newsmakers May 11, 2018

University of Michigan Responds to Endowment Conflict of Interest Reports

University hires PricewaterhouseCoopers to conduct internal audit.

Newsmakers October 24, 2017

University of Michigan Endowment Returns 13.8%

Long-term portfolio assets rise to $10.9 billion from $9.7 billion.

Industry White Papers

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.

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.