2012 Asset Allocation Portfolio 
Random Roger's Retirement Planning
FEBRUARY 9, 2023
At the time, those funds were having success because of Hussman's generally defensive portfolio posture. The funds might play a role in a diversified portfolio but hard to peg either one as a single portfolio solution. The idea of a single fund, all-weather portfolio is intellectually appealing even if it probably doesn't exist.
Random Roger's Retirement Planning
OCTOBER 19, 2023
Here's the latest about Harvard from Bloomberg that included this chart of the asset allocation. It's not that someone could not copy the asset class exposure, just that the return streams would not look the same and often, various forms of sophistication replication does not really work in fund form. Black is 2023.
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SEI
AUGUST 2, 2022
Discussions covered a range of topics, including foundation operations, inflation and return expectations, processes for unspent distributions, asset allocation changes, and governance findings. Use of an OCIO has almost doubled in 10 years, from 32% in 2012 to 63% currently. 78% oversee special events (vs. 47% of $100-500M).
Brown Advisory
MARCH 28, 2017
Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.
Brown Advisory
MARCH 28, 2017
Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . One family we advise wants to support local businesses with a regionally focused portfolio. That can be a mistake.
Random Roger's Retirement Planning
SEPTEMBER 27, 2022
Part of my post market routine everyday is to run through to see where the dust settled on the overall portfolio plus the myriad of other things I keep tabs on including several risk parity funds and I continue to be astounded by how badly it is doing. Having at least one thing going up is kind of a permanent portfolio concept.
The Big Picture
SEPTEMBER 19, 2023
Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. That sounds great, but I only have spots in my portfolio for a Cape Cod.
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