Tuttle How Harvard and Yale Beat the Market

What Individual Investors Can Learn From the Investment Strategies of the Most Successful University Endowments
1. Auflage 2009
ISBN: 978-0-470-47374-0
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 288 Seiten, E-Book

Praise for How Harvard and Yale Beat the Market
"How Harvard and Yale Beat the Market is a must-read for anyonemanaging his own or other people's money. It demystifies newinvestments such as hedge funds and principal-protected products.This engaging handbook belongs in every investor's library."
--Deborah Weir, Parker Global Strategies, author of Timingthe Market: How to Profit in the Stock Market Using the YieldCurve, Technical Analysis, and Cultural Indicators
In today's volatile market, investors are looking for new waysto lower their risk profile. For author Matthew Tuttle, the bestmeans of achieving this goal is to look towards large universityendowments--which attempt to capture consistent returns whilemaintaining a low level of risk.
How Harvard and Yale Beat the Market explores the benefits ofendowment investing and shows you how to structure your individualinvestment endeavors around an endowment-type portfolio. While theaverage investor doesn't have access to many of the money managersand vehicles that high-profile endowments use, you can still learnfrom the investment strategies outlined here and implement them inyour own investment activities. Filled with timely tips andpractical advice from an expert who designs portfolios based onendowment investment strategies, How Harvard and Yale Beat theMarket will put you in a better position to achieve investmentsuccess.

Autoren/Hrsg.

Tuttle, Matthew

Inhaltsverzeichnis

Acknowledgments.
Introduction: Why You Should Invest Like an Endowment.
Part I. Investment 101 - An Introduction to the EndowmentPhilosophy of Investing.
Chapter 1. The Current Environment and the Need for NewThinking.
Chapter 2. Common Investment Mistakes.
Chapter 3. Diversification - The Best Investment Strategy.
Chapter 4. Skill Based Money Managers vs. Style Box Based MoneyManagers.
Chapter 5. Introduction to the Endowment Philosophy.
Chapter 6. Why Large Endowments Outperform and How You CanToo!
Part II. Investment Vehicles.
Chapter 7. Mutual Funds, Separately Managed Accounts (SMAs),Exchange Traded Funds (ETFs), and Exchange Traded Notes (ETNs).
Chapter 8. Structured Products.
Chapter 9. Hedge Funds & Fund of Funds.
Part III. Endowment Asset Classes and InvestingStrategies.
Chapter 10. Absolute Return.
Chapter 11. Stocks.
Chapter 12. Bonds.
Chapter 13. Real Assets and Commodities.
Chapter 14. Managed Futures.
Chapter 15. Private Equity.
Chapter 16. Managing Some of Your Money "InHouse".
Chapter 17. Portable Alpha.
Part IV. Designing Your Portfolio.
Chapter 18. Suggested Allocations.
Chapter 19. Choosing and Managing Money Managers.
Chapter 20. Putting it All Together.
Chapter 21. Putting it in Writing - The Investment PolicyStatement.
Final Thoughts.
Appendix. Key Terms.
About the Author.
Index.

Über Autor(innen)

Matthew Tuttle, CFP, is a partner in the Private Client Group, LLC, and the President of Tuttle Wealth Management, LLC (an investment management strategic alliance of the Private Client Group, LLC). He has been interviewed on CNBC and CNNfn, and is a frequent contributor to Forbes.com, the Wall Street Journal, SmartMoney, and Dow Jones Newswires.