Requirement:This is a presentation. Complete 16. Make a PowerPoint (ppt) about it and Write a summary of each slide paragraph at the bottom. This presentation needs to be 9 min, so write a lot for...

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Requirement:This is a presentation. Complete 16. Make a PowerPoint (ppt) about it and Write a summary of each slide paragraph at the bottom. This presentation needs to be 9 min, so write a lot for each slide.


this is the linkhttp://investments.yale.edu








Requirement:This is a presentation. Complete 16. Make a PowerPoint (ppt) about it and Write a summary of each slide paragraph at the bottom. This presentation needs to be 9 min, so write a lot for each slide. A16. Sample Endowment: Swensen and Yale University Endowment Yale has one of the largest endowments with top performance among all university funds. Its manager since 1985, David Swensen, has become legendary. Research and report:  size, performance, investment/SRI policy, and Swensen's strategy.  Start with: http://investments.yale.edu
Answered 5 days AfterFeb 15, 2021

Answer To: Requirement:This is a presentation. Complete 16. Make a PowerPoint (ppt) about it and Write a...

Pallavi answered on Feb 20 2021
165 Votes
Slide 1
Swensen and Yale University Endowment
A research report
Significance of yale’s endowment fund    
It is one of the major pillars that drive the Yale university.
It contributes towards 34 percent of the total operations of the university.
It comprises of thousand of funds which
have different objectives and restrictions.
The investment program of Yale contributed a value of $ 9.5 billion to the endowment for the 10 year period ending 30 June 2020.
    Yale endowment fund was first started under leadership of Mr. David Swensen, who was the manager of endowment fund. It is one of most major factors that drive the activities and revenues of the university. It has a major contribution (34 percent) in the management of all the activities of Yale- It helps the Yale college in making its education accessible to a large number of students irrespective of their financial conditions. The endowment fund offers great financial support to the Yale School of Arts and Sciences. It has also made major contributions for School of management by making available the resources required for supporting quality education of students. The Yale endowment fund is a big size fund which is made up of a number of funds which have variety of objectives.
2
Yale University Endowment
It is the second largest university endowment fund across all the universities of the world.
Established under the able leadership of David F Swensen who has held position as Chief Investment officer of Yale University since the year 1985.
The fund operates under the supervision of Yale’s investment Committee.
The Yale endowment fund is big size endowment fund and it is known as the second largest endowment fund in the world after Harvard’s endowment fund. It was first set up in the year 1985 and has since grown significantly in size. The fund has been able to generate good returns ever since its beginning. Mr. David F Swensen has played an important role in the growth and success of this endowment fund. It is managed by Investment committee of Yale University as well as the Investment Office at Yale.
3
Swensen’s strategy
Mr. David Swensen, the manager of Yale university endowment fund and he created a very successful investment strategy, which became popular as “the Yale Model”.
Main features of the Swensen’s strategy
Efficient allocation of assets
Future outlook
Significance of illiquidity
    Mr David Swensen’s investment strategy for Yale investment fund has become very popular among the investors. After huge success of the endowment fund, it came to be known as the “Yale model”. The main feature of Yale model is significance of illiquidity, appropriate allocation of assets and focus on long term goals as compared to short term returns. In this model, low risk assets are avoided and instead investment is made into high risk assets that provide higher returns. When Swenseen...
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