Literature Category: Liquid Endowment Portfolios

Sort byAlphabetical
Liquid Endowment Portfolios
Literature, Investment Solutions
Format: pdf
Publication Date: 04/15

Investing for the long haul requires a diversified portfolio that can successfully navigate the ups and downs of full market cycles. With the aim to build a more durable portfolio, the PMC Liquid Endowment Portfolios reach beyond asset classes to encompass a mix of investment approaches: strategic, tactical and alternative. The result is a better diversified portfolio and an approach that can respond and adapt to varied market conditions.

Modernizing Portfolio Theory
Format: pdf
Publication Date: 07/13

Modern Portfolio Theory (MPT) and the study by Brinson, Hood & Beebower (BHB) are two portfolio construction influences have had a major impact on how we build portfolio for 30 years or more. This presentation discusses a few recent challenges associated with both that have led to investor discomfort, and attempt to provide some new thoughts or opinions on how to improve on these methods, such as the university endowment approach, combining strategic/dynamic/tactical approaches, as well as incorporating liquid alternatives.

Modernizing Portfolio Theory & the Liquid Endowment UMA
Investment Solutions
Format: pdf
Publication Date: 07/13

This presentation discusses the Liquid Endowment Model, a new paradigm of portfolio construction, and how it can address the shortcomings of Modern Portfolio Theory.