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The Journal of Wealth Management

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Article

Can Simple Asset Allocation Strategies Outperform the Ivy League Endowments?

Douglas Roberts
The Journal of Wealth Management Fall 2017, 20 (2) 9-15; DOI: https://doi.org/10.3905/jwm.2017.20.2.009
Douglas Roberts
is managing director, founder, and chief investment strategist at Channel Capital Research Institute, LLC, and managing director of Channel Capital Management, LLC, in Shrewsbury, NJ. dougroberts@channelcapitalresearch.com
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The Journal of Wealth Management: 20 (2)
The Journal of Wealth Management
Vol. 20, Issue 2
Fall 2017
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Can Simple Asset Allocation Strategies Outperform the Ivy League Endowments?
Douglas Roberts
The Journal of Wealth Management Jul 2017, 20 (2) 9-15; DOI: 10.3905/jwm.2017.20.2.009

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Can Simple Asset Allocation Strategies Outperform the Ivy League Endowments?
Douglas Roberts
The Journal of Wealth Management Jul 2017, 20 (2) 9-15; DOI: 10.3905/jwm.2017.20.2.009
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  • Article
    • Abstract
    • EVALUATING THE ENDOWMENTS OF IVY LEAGUE AND OTHER SIMILAR INSTITUTIONS
    • ANALYZING INVESTMENT PERFORMANCE
    • THE USE OF FIXED ASSET ALLOCATION STRATEGIES
    • A FOCUS ON ALTERNATIVE INVESTMENTS
    • THE PROPRIETARY FTF 50/50 ASSET ALLOCATION STRATEGY
    • CONCLUSIONS
    • APPENDIX
    • ENDNOTE
    • REFERENCES
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