Reshaping Industry Audio Series: The Endowment Model

The health and economic effects of the COVID-19 crisis, coupled with the heightened focus on racial inequities in the U.S., have altered or accelerated changes in the investment management industry.

In this four part audio series, several of our investment practitioners share key insights on how they believe these changes will impact future investment strategies.

In this segment, Margaret shares her thoughts on the endowment model given the COVID-19 crisis and whether she believes it’s possible for an institution to achieve a 5% real return in the current market environment. She discusses investing in industry “disruptors,” the importance of diversification, and the debate around growth vs. value.