1
Book Excerpt·2000
Pioneering Portfolio Management: The Yale Endowment Model
David Swensen · Yale University
The foundational text — Swensen's complete framework for endowment management.
Curated Collection
The Endowment Canon
The essential reading for university endowment professionals
The foundational texts that shaped modern endowment management. From Swensen's pioneering framework at Yale to the annual reports of the world's most sophisticated university investment offices.
~12 hoursEndowment Officers, CIOs, Investment Committees5 documents
The Documents
2
Report·2023
The Yale Endowment Annual Report 2023
Yale Investments Office · Yale University
Yale's own annual report, showing the endowment model in practice.
View detailsPDF coming soon
3
Report·2023
Harvard Management Company Annual Report 2023
Harvard Management Company · Harvard University
Harvard's approach, a counterpoint and complement to Yale's.
View detailsPDF coming soon
4
Report·2022
Stanford Management Company: Investment Philosophy and Approach
Stanford Management Company · Stanford University
Stanford's investment philosophy and long-term framework.
View detailsPDF coming soon
5
Report·2023
MIT Investment Management Company: Endowment Report 2023
MITIMCo · MIT
MIT's approach to managing a research university endowment.
