How Harvard and Yale Beat the Market: What Individual Investors Can Learn From the Investment Strategies of the Most Successful University Endowments

How Harvard and Yale Beat the Market: What Individual Investors Can Learn From the Investment Strategies of the Most Successful University Endowments

by Matthew Tuttle

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Product Details

ISBN-13: 9781118929292
Publisher: Wiley
Publication date: 03/30/2009
Pages: 288
Product dimensions: 5.90(w) x 8.90(h) x 0.80(d)

About the Author

Matthew Tuttle, CFP, is a partner in the Private Client Group, LLC, and the President of Tuttle Wealth Management, LLC (an investment management strategic alliance of the Private Client Group, LLC). He has been interviewed on CNBC and CNNfn, and is a frequent contributor to Forbes.com, the Wall Street Journal, SmartMoney, and Dow Jones Newswires.

Table of Contents

Acknowledgments.

Introduction: Why You Should Invest Like an Endowment.

Part I. Investment 101 - An Introduction to the Endowment Philosophy of Investing.

Chapter 1. The Current Environment and the Need for New Thinking.

Chapter 2. Common Investment Mistakes.

Chapter 3. Diversification - The Best Investment Strategy.

Chapter 4. Skill Based Money Managers vs. Style Box Based Money Managers.

Chapter 5. Introduction to the Endowment Philosophy.

Chapter 6. Why Large Endowments Outperform and How You Can Too!

Part II. Investment Vehicles.

Chapter 7. Mutual Funds, Separately Managed Accounts (SMAs), Exchange Traded Funds (ETFs), and Exchange Traded Notes (ETNs).

Chapter 8. Structured Products.

Chapter 9. Hedge Funds & Fund of Funds.

Part III. Endowment Asset Classes and Investing Strategies.

Chapter 10. Absolute Return.

Chapter 11. Stocks.

Chapter 12. Bonds.

Chapter 13. Real Assets and Commodities.

Chapter 14. Managed Futures.

Chapter 15. Private Equity.

Chapter 16. Managing Some of Your Money “In House”.

Chapter 17. Portable Alpha.

Part IV. Designing Your Portfolio.

Chapter 18. Suggested Allocations.

Chapter 19. Choosing and Managing Money Managers.

Chapter 20. Putting it All Together.

Chapter 21. Putting it in Writing - The Investment Policy Statement.

Final Thoughts.

Appendix. Key Terms.

About the Author.

Index.

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