Invest For The Long Term
Endowment ETFs Allow Anyone To Get Asset Allocation of Top Endowments with the Liquidity of an ETF
Asset Allocation
Broad diversified asset allocation based on the endowment model.
Quarterly Rebalancing
Regular rebalancing helps time the markets to maintain discipline.
Tax Advantages
The institutional level investing with the tax benefits of an ETF.
Invest for the Long Term
Endowments invest with a long-term horizon, typically over 20 years. Endowments invest in a variety of asset classes, including public stocks, bonds, private equity, real estate, and hedge funds. The specific asset allocation of an endowment will vary depending on its unique circumstances, such as its size, investment goals, and risk tolerance.
Our ETF Family
Endowment ETFs
Check out our family of endowment ETFs
YALE
An ETF that tracks the asset allocation of the top endowments in the world.
BVIP
An ETF that tracks the investments of the best biotech investors.
MNGR
An ETF that uses the same manager selection strategies as endowments.
LHLD
An ETF that uses long term hold strategies to maximize returns.
“Most active mutual funds are more interested in collecting fees than in boosting returns for investors.“
David Swensen, Chief INvestment Officer of Yale University Endowment