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Newsletter: Invest like Harvard

Our Monday newsletter is up at https://bit.ly/d5xdBH, and while it covers how to get exposure to alternative investments in one’s retirement account, the content people will likely find most interesting are the stats surrounding the world’s largest endowment – Harvard University’s nearly $30 Billion endowment which is run like a fund of funds.

They have moved from a 0% allocation to absolute return programs such as hedge funds and managed futures in 1995 to a 16% allocation currently (full breakdown below), and the results have been quite impressive.  Unfortunately they don’t break that 16% number down further to tell us what percent of that amount goes into managed futures….. If anyone knows those numbers, pass them our way.

Past performance is not necessarily indicative of future results

Harvard Endowment Asset Allocation % Harvard Endowment Relative Performance