Passively Active Investing – The Case of the University Endowment

Abstract

There is a long-standing debate in investment circles about whether active management can outperform passive management. The debate is usually considered on the manager-level, comparing the active management return against an index. This paper looks at the topic on a portfolio level. Using the average asset allocation of a university endowment, this paper replaces managers with ETFs while maintaining the strategy employed to see which portfolio construction had the higher return for a given year.



Author Information
Jeffry Haber, Iona College, United States

Paper Information
Conference: ACSS2019
Stream: Economics and Management

This paper is part of the ACSS2019 Conference Proceedings (View)
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Posted by James Alexander Gordon