Yale Endowment Portfolio Heavy on International ETFs

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May 28, 2009 11:13am NYSE:EEM NYSE:EFA

internationalAccording to Bloomberg, Yale’s endowment “was valued at $17 billion in December, a decline of -25% since June 30.” The value of the Harvard endowment dropped by -22% over that period.


As is the case at Harvard, Yale’s endowment owns a variety of alternative investments, but it also has disclosed holdings in a handful of U.S.-list equities. We recently took a look at Harvard’s strategy and noted the prevalence of international-focused ETFs in its portfolio. It turns out that its Ivy League rival Yale appears to be pursuing a similar strategy.

Looking at Yale’s top U.S.-listed holdings at the end of Q1, the endowment’s top position was in ETF iShares MSCI Emerging Markets Index (EEM). Yale also had positions in ETFs iShares MSCI EAFE Index Fund (EFA) and iShares S&P 100 Index (OEF).

Full Story: http://finance.yahoo.com/news/Yale-Endowment-Portfolio-indie-15369280.html?.v=1


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