A New Playbook for University Endowments 11/2/26
Endowment allocation choices are a reference point for institutional-minded advisors and family offices, and the episode frames a possible shift away from complex strategies toward public-market exposures.
Summary
By the markets & outlook deskThe episode looks at how large US university endowments have been generating returns, with the description noting that strong performance has come largely from more traditional stock market exposures rather than more complex strategies. Captrust CIO Mike Vogelzang and State Street chief business officer Anna Paglia discuss what they see ahead for higher education investing.
- The description says some of the largest college endowments have had a banner year.
- Those returns were driven in large part by more traditional stock market exposures compared with more complex investment strategies.
- The description says that landscape is changing.
- Mike Vogelzang of Captrust and Anna Paglia of State Street share their views on the future of higher education investing.
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