Jun 3, 2025 · Dubbed as the “Endowment Model,” this investment strategy has proven effective in creating consistent long-term returns while mitigating risk during geopolitical tensions, market crises, …

Nov 12, 2025 · Swensen’s innovative approach, known as the Endowment Model, has not only transformed Yale’s endowment into one of the most successful in the world but has also provided a …

Nov 15, 2025 · Welcome to the Endowment Model, a long-term investing approach pioneered by Yale's David Swensen. Join us for insightful articles and news in the world of endowment investing —

Apr 1, 2025 · Explore how Neuberger Berman reimagines the endowment model, blending the art of asset allocation with advanced portfolio technology for optimized long-term returns.

In this article, I will explore the theory behind the endowment model, its key principles, risk management strategies, comparisons with other investment models, and real-world applications.

As the former Chief Investment Officer at Yale University, Swensen pioneered what is now hailed as the Yale Endowment Model. This investment strategy has transformed endowment investing, leading …

The Endowment Model strengthens portfolios by diversifying beyond public markets into high-quality alternative investments. This approach is built to improve long-term stability, reduce reliance on stock …

Dec 11, 2023 · Endowments allocate the largest percentages of their portfolios to alternative asset classes like hedge funds, private equity, venture capital, and real assets like oil and other natural...

Given broader secular trends and the widespread adoption of the endowment model over the past decades, we believe prioritizing more meaningful returns will lead to greater success for mission …

Sep 16, 2025 · Endowment Model Investing is an investment strategy primarily adopted by large institutional investors, such as universities and foundations, to achieve long-term financial goals.