Articles

How Endowment Research Group Manages Family Office Endowment Funds Returning Long Term Gain

by Zoe Harris Professional Writer

According to Campden Research, last year family office investment portfolios returned 6% return pertaining to endowment style investing. This goes to show how family offices look at the option of emulating endowment model investment a great asset allocation opportunity.

With some prominent names like the Harvard which has set a benchmark in the multi-asset class investment model availing higher returns with minimum risk, the big university names have open up an option for family offices to adopt the similar principle in their investment portfolio. What makes such models exciting and befitting is that they are based on asset diversification with wide-ranging correlation. Harvard has constructed their portfolios on this model indicating a robust platform for risk-adjusted portfolio return.

How Endowment Research Brings Similar Approach to Family Office Endowment Style Fund?

Mark Bennett, CEO and CIO of Endowment Research Group works with a holistic approach, specializing in finding and selecting the top 10% best fund managers for asset allocation. The find manager is one of the most significant aspects when it comes to adopting the endowment fund methodology. Bringing top level managers on board can result in considerate difference, where even 1% shift in scale means a high return. This approach from Mark Bennett helps in creating a solid strategy that balances cash flows and growth and risk factor.

Mark Bennett remains thoroughly engaged with the multi-asset class portfolios that enable flexible and wide-scope investment opportunities pertaining to hedge funds, asset classes, stocks, venture capital, credit, real estate investment funds and more.

What Benefits Endowment Research Provides?

What makes Endowment Research Group (ERG) stand ahead from others is that they have access to best fund managers and adopt a top-down and bottom-up investment analysis process. This tactical allocation ensures rebalancing adapting to market dynamics. The best-in-class fund process ensures risk adjusted capital appreciation for a long-term.

Industry opportunities that ERG seeks:

  • Selection of best, versatile fund managers across asset classes.

  • Adjustment of risks at all levels.

  • Implementing intensive research to enable optimum asset mix investment.

  • Strategic capital management for challenging times

  • Seize considerable upside in advantageous conditions

  • Seek new investment opportunities and build right investment relationships

ERG understands the kind of challenges faced by family offices concerning endowment model fund investment. Working on a directive principle and research based strategy the company acts on emerging trends within family offices and seek out prospect scalable clients and limited partners. The firm adds value chain logic based on core analytical activities that further the opportunities for and objectives of family offices.


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About Zoe Harris Freshman   Professional Writer

13 connections, 1 recommendations, 36 honor points.
Joined APSense since, November 20th, 2018, From CA, United States.

Created on Dec 7th 2018 05:42. Viewed 420 times.

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