Home      Login

Abstract: 

According to Wilshire Trust Universe Comparison Service, the median return for large endowments and foundations for the year ended July 2015 was 3.6%—well below the 7%–8% most endowments and foundations hope to achieve to cover required distributions and to protect against inflation. This article suggests a few questions about three high-level asset classes that family foundations should be asking their current or prospective investment advisors and offers insight gleaned from the author’s experience.

Keywords: Bonds; Hedge Funds; Real Estate; Liquid alternative investments

Affiliations:  1: Certified Financial Planner™.