RIABiz article “Wealthfront CEO Andy Rachleff oversaw the insertion of leverage, hence risk into portfolios, which has been unrewarding in this market“ covers MPI’s risk parity research and interviews Megan Woods, MPI’s research director.
Ivy endowment report offers cautionary tale for investors and allocators to private markets
This is a multi-part research series on fund ratings in which we use proprietary functionality leveraged by our clients to develop custom fund rating systems.
“One way to look at a fund’s performance is by its growth in market value. Another way is to examine its returns. Analysts at Markov Processes International, a global investment research and technology firm, estimated that the fund was performing comparable to the worst-performing Ivy League endowments. One hundred dollars invested in the top-performing Ivy League endowments about a decade ago would be worth roughly $250 now. The Ivy average came in at about $220. The same cash put in the Permanent School Fund would now be valued at about $190. Read the full article here.
PE and VC exposure seen as drivers of Ivy returns in 2018, but the group’s 10-year performance falls below the traditional 60-40 portfolio
Rising Rates and Growing Geopolitical Concerns Also Cited as Top Risks in the Year Ahead