Endowment Style Access for Retail Investors

Endowment investing models have historically been effective in their use of alternative strategies as a driver of diversification and returns. And while access to this style of investing has long been the domain of institutional clients, similar strategies are increasingly being made available to retail clients.

This call will focus on the burgeoning access of retail clients to endowment style asset managers and strategies. The first evolution is simply providing clients with a solution that mimics many of the successful aspects of insitutional investing. Often alongside this approach is a simultaneous introduction to institutional asset managers that are often beyond the reach of most clients.

Join us as we explore the reasons behind this evolution and how clients can best benefit from increased access.

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