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Barry Ritholtz: Measuring The Ivy Endowments 2018

TedTed
in The Bullpen
FYI: I am in the midst of researching numerous endowments and pension fund investment performance, when I came across this really interesting factoid:

2018 was the first that a 60-40 portfolio outpaced all Ivy endowments in terms of 10-year performance.

Note the Ivies slight edge over the 60-40 portfolio last year; however, that might have been erased given this year’s dismal performance.
Regards,
Ted
https://www.markovprocesses.com/blog/measuring-the-ivy-2018-a-good-year-for-returns-but-is-efficiency-becoming-an-issue/
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