For years, the so-called Yale model of investing has served endowments well. But the coronavirus pandemic has challenged the way universities do business and put pressure on fundraising — all while ...

The endowment investment model, which is widespread among university endowments (hence the name), is often flagged as the best-in-class framework for long-term investors. This is an approach to ...

Financial advisers looking for ways to guide client portfolios through the kind of uncertainty that has descended upon the global financial markets need to look no further than a basic endowment model ...

For Vettafi’s Modern Alpha Channel, Scott Welch and Andrew Okrongly discussed how the WisdomTree Endowment Model Portfolios are faring given the volatile nature of markets over the past year.

Some industry observers are questioning whether an endowment model of investing — as popularized by the Yale University endowment fund — should be used for individual investors. The endowment model ...

Markets have dropped off a cliff since the beginning of the year, with most asset classes—including everything from equities, to bonds, to cryptocurrencies—taking it on the chin. It's enough to make ...

February 11, 2019 -Throughout the history of the markets, large institutional investors have had a significant advantage over the little guy. This advantage has allowed some large investors to ...

This article is relevant to financial professionals who are considering offering model portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, ...

Vince Annable, CRPC®, is the CEO and founder of VFO Advisory Group, Wealth Strategies Advisory Group, and creator of The Household Endowment Model®. His experience in the financial services industry ...

As non-profit hospitals and health systems struggle with lower reimbursements and operating challenges through healthcare reform, it may be beneficial for them to convert to an “endowment model” that ...

IN THE WEEKS following the stockmarket crash in October 1987, the investment committee of Yale University’s endowment fund convened two extraordinary meetings. Just after the crash its newish chief ...

This article is relevant to financial professionals who are considering offering model portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, ...