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Funds get needed bounce but cautioned to stay nimble.

• Authors : Comtois, James

Subjects: *STOCK exchanges; *ASSET allocation; *PORTFOLIO management (Investments)MYERS, Heather

• Source: Pensions & Investments. 11/13/2017, Vol. 45 Issue 23, p0002-0002. 1p.

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Robust portfolio optimization for banking foundations: a CVaR approach for asset allocation with mandatory constraints.

• Authors : Arcuri, Maria Cristina; Gandolfi, Gino; Laurini, Fabrizio

Subjects: ASSET allocation; ROBUST optimization; BANK investments

• Source: Central European Journal of Operations Research; Jun2023, Vol. 31 Issue 2, p557-581, 25p

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Unconstrained bond strategies not for the button-down types.

• Authors : BAERT, RICK

Subjects: *INSTITUTIONAL investments; *PENSION plan funding; *ENDOWMENTS

• Source: Pensions & Investments. 6/23/2014, Vol. 42 Issue 13, p22-23. 2p. 1 Color Photograph, 1 Graph.

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The Willingness to Pay for Diversification.

• Authors : Mahmoud, Ola

Subjects: WILLINGNESS to pay; PORTFOLIO management (Investments); LOSS aversion

• Source: Management Science; Aug2022, Vol. 68 Issue 8, p6235-6249, 15p

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Survey: Public plans tops in increasing allocations.

• Authors : Inklebarger, Timothy

Subjects: *PENSION trusts; *PENSIONS; *PORTFOLIO management (Investments)

• Source: Pensions & Investments. 6/28/2010, Vol. 38 Issue 13, p3-39. 2p. 1 Color Photograph.

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Rebalancing is back in vogue.

• Authors : Sarkar, Pia

Subjects: *PORTFOLIO management (Investments); *ASSET allocation; *PENSION trusts

• Source: Pensions & Investments. 6/29/2009, Vol. 37 Issue 13, p3-23. 1p. 2 Color Photographs.

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Funds plan to stick with alternatives allocations.

• Authors : Williamson, Christine

Subjects: *ENDOWMENTS; *PORTFOLIO management (Investments); *INVESTMENTSUNITED StatesPRINCETON University

• Source: Pensions & Investments. 11/24/2008, Vol. 36 Issue 24, p3-38. 2p.

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An artful turnaround.

Subjects: *HEDGE funds; *PORTFOLIO management (Investments); *ENDOWMENTSCHICAGO (Ill.); ILLINOISART Institute of Chicago

• Source: Pensions & Investments. 7/7/2008, Vol. 36 Issue 14, p10-10. 1/8p.

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U.S. Master Trust returns 13.6%.

Subjects: *FINANCIAL performance; *INVESTMENT policy; *ENDOWMENTSUNITED States

• Source: Pensions & Investments. 2/19/2007, Vol. 35 Issue 4, p34-34. 1/6p.

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Community funds shift toward alternatives, international equities.

• Authors : Williamson, Christine

Subjects: *SURVEYS; *ENDOWMENTS; *INVESTMENT policyUNITED States

• Source: Pensions & Investments. 10/16/2006, Vol. 34 Issue 21, p26-27. 2p.

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Manager by day, musician by night.

• Authors : Williamson, Christine

Subjects: *INVESTMENTS; *ENDOWMENTS; *ASSET managementNOTHING to Hide (Music)STONE, Matt, 1971-

• Source: Pensions & Investments. 2/7/2005, Vol. 33 Issue 3, p8-8. 1/5p.

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Diverse Partners for a Diverse Portfolio.

Subjects: *PORTFOLIO management (Investments); *ENDOWMENTSUNIVERSITY of Chicago ; HOLLAND Capital Management LLC HOLLAND Capital Management LLC HOLLAND Capital Management LLC 626904387 ; EARNEST Partners LLC

• Source: Black Enterprise. Dec2011, Vol. 42 Issue 5, p42-42. 1p.

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Course News.

Subjects: MASSACHUSETTS Institute of Technology; CHENG, Gary; PORTFOLIO management (Investments)

• Source: Technology Review. Mar/Apr2011, Vol. 114 Issue 2, pM58-M61. 4p.

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How UC Lessened Investment Losses; Ueberroth Eyes Deals.

• Authors : Reiff, Rick

Subjects: *PORTFOLIO management (Investments); *GLOBAL Financial Crisis, 2008-2009; *ENDOWMENTSCALIFORNIAMARTIN, Chuck

• Source: Orange County Business Journal. 9/21/2009, Vol. 32 Issue 38, p3-3. 1/5p.

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Portfolio Philanthropy.

• Authors : Ottinger, Randall

Subjects: *PORTFOLIO management (Investments); *ENDOWMENTS; *NONPROFIT organizations

• Source: Stanford Social Innovation Review. Fall2007, Vol. 5 Issue 4, p25-26. 2p.

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Long-Duration Trusts and Endowments.

• Authors : Sackley, William H.¹

Subjects: *PORTFOLIO management (Investments); *TRUSTS & trustees; *ENDOWMENTS

• Source: CFA Digest. Nov2005, Vol. 35 Issue 4, p93-94. 2p.

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ALA Begins Investment Change.

• Authors : DiMattia, Susan

Subjects: *PORTFOLIO management (Investments); *ENDOWMENTS; *MUTUAL funds

• Source: Library Journal. 6/1/2004, Vol. 129 Issue 10, p29-29. 1/6p.

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Housing Valuation, Wealth Perception, and Homeowners’ Portfolio Composition.

• Authors : Camões, Francisco; Vale, Sofia

Subjects: WEALTH -- Psychological aspects; HOME prices; HOMEOWNERS

• Source: Journal of Family & Economic Issues; Sep2018, Vol. 39 Issue 3, p494-508, 15p, 6 Charts, 4 Graphs

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Education Full Text (H.W. Wilson)

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Tiny Grants and Low Tolerance for Risk Have Paralyzed Foundations.

• Authors : GOLDSTEIN, DAHNA; TILLEMANN, TOMICAH

Subjects: ENDOWMENTS; BUDGET cuts; NONPROFIT organization financeUNITED States

• Source: Chronicle of Philanthropy. Aug2017, Vol. 29 Issue 10, p38-40. 3p. 1 Color Photograph.

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Let's solve the endowment crisis.

• Authors : Ellis, Charles D.

Subjects: ENDOWMENTS; FINANCING of charities; FINANCIAL performanceUNITED States

• Source: Harvard Business Review; Mar/Apr70, Vol. 48 Issue 2, p92-102, 11p

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Ivy League Fund Moves Assets.

• Authors : Lewis, Jakema

Subjects: *ASSET allocation; *PORTFOLIO management (Investments); *ENDOWMENTSCONNECTICUTYALE University

• Source: Investment Management Weekly. 4/3/2006, Vol. 19 Issue 13, p4-4. 1/5p.

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Calendar.

Subjects: *CONFERENCES & conventions; *PORTFOLIO management (Investments); *POLICEUNITED States

• Source: Investment Management Weekly. 8/15/2005, Vol. 18 Issue 32, p11-11. 1/6p.

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Calendar.

Subjects: *PORTFOLIO management (Investments); *CONFERENCES & conventions; *INVESTMENTSUNITED States

• Source: Investment Management Weekly. 8/23/2004, Vol. 17 Issue 33, p11-11. 1/4p.

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How well are college endowment funds managed?

• Authors : Williamson, J. Peter

Subjects: *PORTFOLIO management (Investments); *ENDOWMENTS; *UNIVERSITY investmentsUNITED States

• Source: Journal of Portfolio Management. Summer79, Vol. 5 Issue 4, p19-22. 4p.

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Donation Risk and Optimal Endowment Portfolio Allocations.

• Authors : BLANCHETT, DAVID

Subjects: ENDOWMENTS; WEALTH; CHARITIES

• Source: Journal of Portfolio Management; Fall2014, Vol. 41 Issue 1, p109-120, 12p

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Market Collapse Weighs Heavily on College Endowments.

• Authors : Blumenstyk, Goldie

Subjects: INVESTMENTS; FINANCIAL crises; ENDOWMENTSUNITED States

• Source: Chronicle of Higher Education. 2/6/2009, Vol. 55 Issue 22, pA17-A21. 5p. 5 Charts.

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Education Full Text (H.W. Wilson)

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Big (Money) Man on Campus.

• Authors : Serwer, Andy

Subjects: *PORTFOLIO management (Investments); *ENDOWMENTS; *FINANCEHARVARD Management Co. ; HARVARD UniversityEL-Erian, Mohamed A., 1958-; MEYER, Jack R., 1945-

• Source: Fortune International (Europe). 5/15/2006, Vol. 153 Issue 8, p32-33. 2p. 1 Color Photograph, 1 Chart.

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How to Invest Like Harvard.

• Authors : Symonds, William C.

Subjects: *PORTFOLIO performance; *PORTFOLIO management (Investments); *ENDOWMENTSHARVARD Management Co.

• Source: BusinessWeek. 12/27/2004, Issue 3914, p118-119. 2p. 1 Color Photograph.

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$1.9B Foundation Plots Future Moves With Asset Study.

• Authors : Clouse, Carol J.

Subjects: *ENDOWMENTS; *PORTFOLIO management (Investments); *ASSET allocationSCOTT, Rick, 1952-

• Source: Investment Management Weekly. 11/22/99, Vol. 12 Issue 44, p1. 2p.

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Risk Management for Endowment and Foundation Portfolios.

• Authors : BLACK, KEITH H.

Subjects: RISK management in business; ENDOWMENTS; RATE of return

• Source: Journal of Alternative Investments; Spring2013, Vol. 15 Issue 4, p87-96, 10p

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Regime Change: Implications of Macroeconomic Shifts on Asset Class and Portfolio Performance.

• Authors : SHEIKH, ABDULLAH Z.; SUN, JIANXIONG

Subjects: MACROECONOMICS; FINANCIAL performance; PENSION trusts

• Source: Journal of Investing; Fall2012, Vol. 21 Issue 3, p36-54, 19p

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BACKGROUND RISK AND UNIVERSITY ENDOWMENT FUNDS.

• Authors : Dimmock, Stephen G.

Subjects: UNIVERSITY & college finance; UNIVERSITY investments; ENDOWMENTS

• Source: Review of Economics & Statistics; Aug2012, Vol. 94 Issue 3, p789-799, 11p, 7 Charts

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OF "REAL" INVESTMENT RETURNS.

• Authors : Haber, Jeffry

Subjects: ENDOWMENTS; INVESTMENTS; PURCHASING power

• Source: International Journal of Accounting Information Science & Leadership; Spring2012, Vol. 5 Issue 12, p54-61, 8p

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Modeling Long-Term Investment Strategy to Meet College or University Mission and Spending Priorities.

• Authors : Anthony, Murray S.; Burkette, Gary D.; Sparks, Shelby G.

Subjects: FINANCIAL management; INVESTMENT management; INVESTMENT policy

• Source: National Social Science Journal; Jan2011, Vol. 35 Issue 2, p9-20, 12p, 3 Charts, 3 Graphs

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Alternatives and Liquidity: Will Spending and Capital Calls Eat Your "Modern" Portfolio?

• Authors : SIEGEL, LAURENCE B.

Subjects: LIQUIDITY (Economics); ENDOWMENTS; ASSET management

• Source: Journal of Portfolio Management; Fall2008, Vol. 35 Issue 1, p103-114, 12p

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An Examination of the Characteristics of College Endowment Funds.

• Authors : Haight, G. Timothy; Engler, George; Smith, Kenneth J.

Subjects: ENDOWMENTS; INVESTMENTS; PORTFOLIO management (Investments)

• Source: Journal of Investing; Fall2006, Vol. 15 Issue 3, p47-51, 5p

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Spending rules for endowment funds.

• Authors : Bajeux-Besnainou, Isabelle; Ogunc, Kurtay

Subjects: ENDOWMENTS; FINANCIAL executives; ASSET allocation

• Source: Review of Quantitative Finance & Accounting; Aug2006, Vol. 27 Issue 1, p93-107, 15p, 6 Charts

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Long-Duration Trusts and Endowments.

• Authors : Garland, James P.

Subjects: ENDOWMENTS; TRUSTS & trustees; FINANCIAL management

• Source: Journal of Portfolio Management; Spring2005, Vol. 31 Issue 3, p44-54, 11p

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The Changing Mosaic of Investment Patterns.

• Authors : Leibowitz, Martin L.; Bretthammond, P.

Subjects: INVESTMENTS; FINANCIAL management; STOCK exchanges

• Source: Journal of Portfolio Management; Spring2004, Vol. 30 Issue 3, p10-25, 15p

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Pimco, Fidelity Shun Net-Zero Alliance Embraced by BlackRock.

• Authors : Marsh, Alastair; Brush, Silla

Subjects: FINANCIAL management; ENDOWMENTS; SUSTAINABLE investingMORGAN Stanley & Co. LLC; GOLDMAN Sachs Asset Management (Company)

• Source: Bloomberg.com; 12/15/2021, pN.PAG-N.PAG, 1p

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On Good Investing vs. Investing for the Good.

Subjects: *PORTFOLIO management (Investments); *PENSIONS; *ENDOWMENTS

• Source: Wall Street Journal - Online Edition. 12/17/2018, p1. 1p.

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Investment lessons from Yale — without the tuition.

• Authors : Israelsen, Craig L.

Subjects: *ENDOWMENTS; *PORTFOLIO management (Investments); *STOCK exchanges

• Source: Onwallstreet.com. 2/21/2019, pN.PAG-N.PAG. 1p.

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Integrating Active and Passive Management.

• Authors : Flood Jr., Eugene; Ramachandran, Narayan

Subjects: PORTFOLIO management (Investments); ASSET management; INVESTMENTS

• Source: Journal of Portfolio Management; Fall2000, Vol. 27 Issue 1, p10-19, 10p, 8 Graphs

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U.S. Endowments Sharpen Risk Management Focus.

• Authors : Chin, Kimberly

Subjects: *ENDOWMENTS; *PORTFOLIO management (Investments); *RISK management in businessUNITED States

• Source: Foundation & Endowment Money Management. 2/23/2015, p11-11. 1p.

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One Year Ago In Foundation Endowment Money Management.

Subjects: *INVESTMENT advisors; *PORTFOLIO management (Investments); *ENDOWMENTSJOHNSON, Hugh

• Source: Foundation & Endowment Money Management. Jun2014, p1-1. 1p.

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MMI Daily - March 25, 2014.

• Authors : Davis, Levi

Subjects: *PORTFOLIO management (Investments); *PRIVATE equity; *ENDOWMENTS

• Source: Money Management Letter. 3/17/2014, p89-89. 1p.

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North Dakota Legacy Fund To Transition Asset Allocation By 2015.

Subjects: *ENDOWMENTS; *PORTFOLIO management (Investments); *PETROLEUM sales & prices

• Source: Foundation & Endowment Money Management. 3/3/2014, p36-36. 1p. 1 Chart.

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A Doctor's Scientific Approach to a Grant Maker's Investments.

• Authors : GUNTHER, MARC

Subjects: CHARITABLE uses, trusts, & foundations; SHABER, Ruth; PORTFOLIO management (Investments)

• Source: Chronicle of Philanthropy. Jan2019, Vol. 31 Issue 3, p14-14. 1p.

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