What is the Endowment Investment Philosophy®?

Описание: Prateek Mehrotra, MBA, CFA®, CAIA®, Chief Investment Officer the reasons behind why it guides the wealth management advice that we provide to our clients.

The Endowment Investment Philosophy® builds portfolios using an asset allocation methodology pursued by major universities like Yale and Harvard because it offers the potential for superior risk-adjusted returns and lower volatility through all market cycles. This investment philosophy expands the number of asset classes and strategies used to create a portfolio by including alternative investments such as hedge funds, private equity, and real assets in addition to traditional stocks and bonds in a global framework.

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