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Abstract
To truly optimize their portfolio returns, charitable organizations cannot overlook the risk factors associated with their main source of income: Donations. The more risky the stream of donations, the more conservatively the endowment should be invested, says Morningstar Investment Management’s Head of Research David Blanchett.
“The largest source of income for most charities are donations, and too much of the focus today is just on financial assets.” Blanchett cautions.
Read this report to learn more about Blanchett’s seven-factor model for optimizing allocations in endowments, and how portfolios optimized in this way earned an average of 25% more across asset classes.
TOPICS: Portfolio construction, in portfolio management, statistical methods
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