Hedgeducation

How Alternatives Fit: Lessons from the Endowment Model

Why institutions allocate to alternatives: diversification, illiquidity premia, and resilient portfolios across regimes.

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Beyond 60/40

Endowments pioneered sizable allocations to private equity, venture, real assets, and diversifying hedge funds to reduce reliance on public beta and pursue differentiated return streams.

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Building Blocks
  • Diversifiers (e.g., macro, RV, managed futures)
  • Illiquid growth (PE/VC)
  • Inflationโ€‘sensitive real assets
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Governance Matters

Policy ranges, pacing models, risk budgets, and rebalancing rules are essential to manage denominator effects, liquidity, and vintage diversification.