Endowment-style investing is as relevant as ever

Thomas Weber  |  LGT Capital Partners  |  17 May 2022  |  0.25 CE

With stock market valuations close to record highs, and interest rates beginning to rise from all-time lows, traditional portfolios are likely to disappoint in the years ahead. In contrast, endowment-style models - which include significant allocations to non-traditional strategies including private equity and debt, liquid alternatives, and real assets - offer an attractive combination of growth and low volatility. By allocating to high-performing external fund managers, such an approach can be implemented efficiently and cost-effectively.

Presentation  (19 mins)  |  Sl...

Not yet a Member? It’s quick and free to join. Already a member? Please log in.

What's new with our live and on-demand continuing education, accreditation and certification programs.