Asset Allocation and Risk Diversification Strategies for Your Endowment

What does your asset allocation model predict for expected returns and levels of uncertainty in your portfolio? Do you have an asset allocation model that is consistent with the operating budget’s draw on your endowment? Do you analyze your payout ratio based on the volatility of your investments?

The volatility of the equity markets in recent years has left many institutions searching for suitable asset allocations. Alternative asset classes are showing up in more endowments. Hedge funds, private equity, and international equities are some of the ways endowments are attempting to diversify.

Helvey and Associates can help your institution analyze your asset allocations and determine suitable levels of diversification and risk based on the need of your operating budget or distribution level. We use risk-based modeling techniques, developed on Wall Street, to ensure that you are doing everything you can to achieve the highest level of return and the lowest level of risk.

We can help.

 

©2002 Helvey & Associates, LLC
1924 Georgia Avenue
Winston-Salem, NC 27104
For more information:info@helveyandassociates.com
(t) 336-723-4585     (f) 336-631-9377