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Unconventional Success

May 10, 2021

Unconventional Success (5/21)

Last week, David Swensen, Yale’s legendary endowment chief, died of cancer at age 67. Swensen was famous on Wall Street for successfully diversifying

Category iconAbsolute Return,  All News,  Blog,  Investable Benchmarks Tag iconcore portfolio,  David Swensen,  etf portfolio,  exchange-traded fund,  Financial Adviser,  Financial Advisers,  investable benchmark,  investable benchmarks,  Unconventional Success,  Warren Buffett

May 11, 2016

Buffett vs. Swensen (5/16)

In 2014, Warren Buffett provided his ETF portfolio recommendation, and we immediately compared it to David Swensen’s recommendation from 2005. Below,

Category iconAll News,  Blog,  Investable Benchmarks Tag iconBuffett,  David Swensen,  ETF,  etf portfolio,  ETFs,  growth portfolio,  Income and Growth Portfolio,  investable benchmarks,  Swensen,  Unconventional Success,  Warren Buffett

August 12, 2015

The Best Portfolio Manager (8/15)

As per the article below, many leading investors consider Yale's CIO, David Swensen, to be the "best financial steward." See Swensen's ETF

Category iconAbsolute Return,  All News,  Blog,  Investable Benchmarks Tag iconDavid Swensen,  ETF,  ETF PM,  exchange-traded fund,  Financial Adviser,  Index Fund,  robo-adviser,  Robo-Advisor,  Unconventional Success,  Yale,  Yale ETF

October 31, 2014

Biggest Pension Fund Shifts (10/14)

The world's largest pension fund announced a major asset allocation shift. Japan's $1.1 trillion Government Pension will be using exchange-traded

Category iconAll News,  Blog,  Investable Benchmarks Tag iconCalPERS,  David Swensen,  ETF,  ETF PM,  exchange-traded fund,  Financial Adviser,  Unconventional Success,  Yale Unviersity

October 21, 2014

Adding REITs to the Portfolio (10/14)

Many investors are adding commercial real estate (REITs) to broaden their core portfolio diversification. David Swensen, CIO of Yale

Category iconAbsolute Return,  All News,  Blog,  Investable Benchmarks Tag iconCalPERS,  David Swensen,  ETF,  ETF PM,  exchange-traded fund,  ICF,  real estate investment trusts,  REITs,  strategic diversification,  Unconventional Success,  VNQ,  Yale

October 16, 2014

Investable Benchmark Update (9/14)

ETF PM REPORTS PERFORMANCE FOR INVESTABLE BENCHMARKS THOUSAND OAKS, CA; October 17, 2014 - ETF Portfolio Management (ETF PM) today reported

Category iconAll News,  Investable Benchmarks,  Press Release Tag iconcore portfolio,  eMAC,  ETF PM,  ETFs,  exchange-traded fund,  investable benchmark update,  passive indexing,  Swensen Portfolio,  Unconventional Success

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