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Motif of the Week: Yale Beats Harvard – In Endowment Game

17 August 2015 in Trading Ideas

Having society’s upper crust as your alumni donation pool is all well and good, but generating strong investment returns from that inflow of money is the key to an Ivy League university’s operational strength.

And nobody seems to be doing it better than Yale University. Led by Chief Investment Officer David Swensen, Yale’s endowment return in its most recent fiscal year was the best among eight Ivy League schools.1

His investment philosophy calls for diversification across six different asset classes, regular rebalancing, and the use of exchange traded funds when no other strategy is apparent for beating the markets.2

This allocation strategy serves as the model for our Ivy League motif. It’s the Motif of the Week, which means that from August 17 through August 21, you can trade it commission-free.

Now if Yale could only break its eight-game losing streak to Harvard in football…

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1 Fitzpatrick, Dan, “Harvard vs. Yale: Which Is the Better Investor?” The Wall Street Journal, November 3, 2014.
2 Swensen, David, Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, The Free Press, 2000.

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$0.00 commission offer is for trades (buys, sells, rebalances) of the benchmark version of the Motif of the Week. Commission-free buys, sells, and rebalances end 4PM ET August 21, 2015. Commissions for the Motif of the Week that is customized in any way – adjust weighting, add or remove securities will include a $9.95 total commission per motif transaction or pay $4.95 per stock for individual stock/ETF transactions. Regular commissions apply for other Motif-created benchmark motifs and customer-created customized motifs ($9.95 total commission per motif transaction or $4.95 per stock for individual stock/ETF transactions).

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