Women Investment Professionals: Empowering Aspiring Women

The Changing Look of Institutional Investors' Portfolios

2018 Members Only - Part One

Is the Yale Model Dead?

March 29, 2018

Session I focuses on endowments and foundations which historically have had a significant bias towards alternatives, and active management generally.  Many E&Fs have been adopters of the Yale Model and early allocators to illiquid asset classes like private equity and hedge funds. But does E&Fs’ increased interest in sustainable investing suggest favoring passive and multi-factor vehicles?  Does Harvard’s move to external management rather than using an internal investment staff suggest further changes in the Yale model?