The Endowment Investment Model: An Advanced Investment Strategy for Today’s Challenges

10:45 AM - 12:00 PM
The Endowment Model is a proven investment model that has been successfully implemented by the largest and most prestigious, to increase returns while minimizing volatility. High equity valuations and low bond yields combine to present significant challenges to the traditional stock and bond model making the endowment investment strategy model particularly valuable for the investment client. This more advanced investment strategy presents both excellent opportunities to advisors as well as challenges that make increased knowledge about particular sectors and investments particularly important and valuable.