Partners Capital’s Post

Even emerging private clients and family offices in Asia, who are still early in the adoption curve of multi-asset allocation with a long-term view, would be best served by relying on a well-constructed asset allocation, sticking to any pre-determined rebalancing policy, and monitoring liquidity sources and needs.

Effective governance adds considerable value when it comes to being agile. For Endowment & Foundation organisations this can help to determine strategic asset allocations in a high inflation environment. Read more in our Top Investment Considerations for Endowments & Foundations https://bit.ly/3QJdSik #endowmentfoundations #endowmentsandfoundations #investmentconsiderations #mercer

Inflation presents three major challenges to Endowment & Foundation portfolios. Firstly, it erodes the purchasing power of their funds, limiting their ability to fulfill their mission. Secondly, it reduces the real value of their investment returns, potentially impacting their long-term financial goals. Lastly, it introduces greater complexity and illiquidity in the construction of their investment portfolios. Read more in our Top Investment Considerations for Endowments & Foundations https://bit.ly/3wMj4v8 #endowmentsandfoundations #investmentconsiderations #mercer

Amid long-term systemic change and the potential for surprises at an asset class level, it makes sense to consider an audit and ongoing monitoring of intended and unintended exposures and risks. Read more in our Top Investment Considerations for Endowments & Foundations https://bit.ly/452beKz #endowmentsandfoundations #investmentconsiderations #mercer

When it comes to successful stock market investing, few names carry as much weight as Peter Lynch. Known for his remarkable management of Fidelity Investments (Magellan Fund), where he achieved a staggering 29.2% annual return between 1977 and 1990, Lynch’s investment philosophy has become a guide for both new and seasoned investors. His book "One Up on Wall Street" offers profound insights on how individuals can outperform the market by following simple, well-tested strategies. In this article, we will dive deep into Peter Lynch’s investment strategy and uncover how his principles can help you navigate the stock market. Whether you're a novice or an experienced investor, Lynch’s advice is timeless and applicable across all market conditions. https://lnkd.in/dDpSCfw4 ___________ Follow Matvey Veretennikov for more content like this. If you found this post useful, please repost ♻️ to share with your audience. #ValueInvesting #Investment #FinancialFreedom #StockMarket

Check out these strong five year annualized investment returns, which are a classic example of David Swensen’s "Endowment Model", the revolutionary approach David Swensen pioneered at Yale to investing that has now been widely adopted across other endowments and foundations. Swensen's investing philosophy, known as the "Swensen Approach," is based on diversifying a portfolio into five or six roughly equal parts and investing each in a different asset class. This approach emphasizes broad diversification and an equity orientation, which led to heavier exposure to asset classes such as private equity compared to more traditional portfolios. If you're looking to invest in alternative investments, the "Endowment Model" may be worth considering. Learn more about Swensen's approach in his book, "Pioneering Portfolio Management." #investing #endowmentmodel #diversification #institutionalinvestor #privatemarkets #privatefunds #privatecapital #growthcapital #growthequity #privateequityfunding #privatecompanies #privatecredit #privateequity #privateequityfirms

While every year brings new challenges, the long-term perspectives of endowment and #foundations #investors can help them ride out surprises. In our new paper for 2024, we identify the five considerations that we believe E&Fs should have front and center as they look ahead. https://bit.ly/49zBKfj #investing

Amid long-term systemic change and the potential for surprises at an asset class level, it makes sense to consider an audit and ongoing monitoring of intended and unintended exposures and risks. Read more in our Top Investment Considerations for Endowments & Foundations https://bit.ly/3XyshSl #endowmentsandfoundations #investmentconsiderations #mercer

"The endowment model boasts several historic insights that still hold true. As long-term investors, endowments have exploited their unique ability to harvest illiquidity premiums and also tap into global investment opportunities and new asset classes through deep loyalty networks. Endowments have also been known to pioneer new trading methods and opportunity sets, like co-investment rights. As some endowment portfolios have become more complex and diversified by manager, however, excess returns have been compressed to index-like results. These portfolios also bear great expense and lower liquidity. The focus for the next era of endowment investing should improve cost and capital efficiency, combined with truly unique alpha generation." #endowmentmodel #assetallocation #institutionalinvestor

If you are an accredited investor and curious about how alternative investments fit into your portfolio let’s talk.