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by k-i-r-t-h-i 434 days ago
Seems like that might be close to 25% of their alt investments. This sounds rather serious.

> the endowment’s value increased to $41.4 billion on June 30, 2024, up from $40.7 billion on June 30, 2023

https://news.yale.edu/2024/10/25/yale-reports-investment-ret...

> Yale’s investment strategy depends heavily on alternative investments. As of 2019, they made up about 60 percent of Yale’s portfolio.

https://yaledailynews.com/blog/2022/10/24/yales-endowment-ex...

1 comments

Probably for the best, it’s a mediocre asset class considering the risk adjusted returns and illiquidity.

https://cepr.net/publications/private-equity-university-endo...

https://pitchbook.com/news/articles/pitchbooks-university-en...

> So, how did the endowments fare? Pitchbook reports that the 50 largest university endowments saw an annual return of 8.3 percent over the past 10 years. And how did a plain vanilla 60-40 Vanguard mutual fund (60 percent stocks, 40 percent bonds) do? It returned 8.38 percent over the same period without the added risk of speculative investments in risky private assets.

> Let that sink in. Endowment funds got no extra payoff for investing in private equity funds or other private assets.

> The lesson? US endowment funds could have made the same return by joining with millions of ordinary people and investing in a plain vanilla mutual fund.

That 8.3% return on the 60/40 includes a ludicrous investment in 0% bonds....