Value Investing with Legends cover image

Kim Lew - The Dynamics of Risk Management and Asset Allocation

Value Investing with Legends

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Foundations vs Endowments: Size, Investments, and Relationships

This chapter explores the differences between foundations and endowments, including their sizes, investment opportunities, and managing relationships. It examines the unique payout structures of foundations and endowments, as well as the challenges they face with liquidity and volatility. The chapter emphasizes the importance of asset and risk allocation, and highlights how CIMC aligns its investment decisions with the values and mission of the university.

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