ENDOWMENTS & FOUNDATIONS

 

As the current market environment becomes even more unpredictable, Endowments and Pensions Funds are seeking an asset class that can help diversify their current holdings and potentially provide the opportunity to generate returns during all types of market conditions.

 

For years, top university endowments at Harvard, Yale and Princeton were the envy of the investment world, thanks to the outsized returns they generated from significant investments in nontraditional assets such as private equity, real estate, hedge funds and commodities, and low exposure to U.S. stocks and bonds.

 

"Top Tier Performance Linked To High Alternatives Allocation" Read More»

 

That widely imitated asset-allocation strategy, (dubbed the Yale model because of the enormous success of the Yale endowment under the 24-year leadership of David Swensen) is facing its toughest test amid the bear market of the past 12 months.

 

Harvard and Princeton announced their endowments fell about 30% for the fiscal year ending June 30, while Yale is projecting a decline of 25%.

 

At one point, the endowments’ trail blazing approach was lauded by many investors as pure genius.  However, it is quite clear that their approach was much more similar to the average investor who religiously purchased company stock in his 401k than to a market guru who could adeptly navigate through a changing investment landscape.

 

It is true that they ventured into “alternative investments” and diversified away from traditional investments. However, bear markets - and liquidity crunches - wreak havoc on all types of assets. Ultimately, their “buy and hold” strategy that worked so wonderfully well during the bull market reign, failed miserably during the new market conditions.

 

If you are an endowment or pension fund, we would like to offer a free consultation on how managed futures can fit into your portfolio. ATG understands the role of fiduciaries and we use our proprietary programs to create custom portfolios for your fund’s exact requirements.

 

As your financial partner, ATG will embrace your goals and help you navigate the complexities of your unique regulatory and administrative demands.

 

We can help you gain greater control of your alternative investments so you can concentrate on your organization's cause.

 

Each client will be assigned a specific Relationship Manager to handle all the details of your account.

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