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Asset allocation in investment
Asset allocation in investment

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5 Yale endowment case study

We now explore the asset allocation of a US endowment fund, that of Yale University.

Activity 8 Asset allocation in practice

Timing: Allow around 45 minutes for the reading and activity below.

Read the first seven pages of the Yale endowment fund annual report for 2013 [Tip: hold Ctrl and click a link to open it in a new tab. (Hide tip)] . In particular, note its unusual asset allocation and the boxes on the Yale model and liquidity.