The Endowment Model and SFOs

Endowment Model and SFOs

This paper offers a perspective on how the endowment model might be improved, based on our experience over the past twenty years in Chief Investment Officer roles at large corporate and endowment plans.

The “endowment model” as developed and popularized by the Yale University investment office is seen by many as the gold standard of investment management practice.

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Revisiting Family Office ETFs

Family Office ETFs

This white paper explores Family Office ETFs: their inner workings, sophisticated investment strategies to implement and benefits/considerations.

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SFO Philanthropy Survey Report

SFO Philanthropy Survey Report

FOA’s SFO Philanthropy survey of our members on family philanthropic activities with Angelo J Robles and Teresa Bonner.

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