B9301-172: Institutional Investing and Endowment Management
T - B Term, 04:00PM to 07:15PM
Instructor: Rosalie Wolf
Prerequisite(s): B6302Download Syllabus
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This course examines major issues and themes in overseeing tax exempt portfolios, primarily for endowments and foundations, and to some extent, pension funds; topics will include comparisons with principles underlying wealth management for individuals and family offices,
Key topics include: designing an effective governance structure for the institution; formulating investment policy; managing risk versus return; creating and/or adjusting a diversified portfolio; selection and assessment of specialty investment managers; the impact of globalization on investment management; the role of active versus passive management; and staffing models (e.g. internal team versus outsourcing). Some investment background /basic coursework required.