What is it?

The Endowment Model, a brainchild of Yale University Endowment’s David Swensen, revolutionized traditional investment approaches by advocating for the inclusion of various asset classes beyond stocks and bonds. Recognizing the potential for greater diversification and enhanced returns, Swensen championed incorporating private equity, venture capital, real estate, infrastructure, private lending, and other non-correlated strategies within investment portfolios. This innovative approach emphasized the importance of long-term thinking, strategic asset allocation, and disciplined risk management.

Why It Works!

Diversification

Allocating portfolio across various asset classes, including public equities, fixed income, private equity, real estate and infrastructure

Alternative Investments

Non-correlated assets that provide unique opportunities and have the potential for higher returns

Risk Management

The endowment model strongly emphasizes risk management and protecting capital. during turbulent market conditions

Premier Investment Opportunities

Access to some of the best-in-class alternative money managers.

Benefits For Your Business

Diversification of Offerings

Introducing a new product allows financial advisors to expand their services and offerings.

Competitive Edge

Gain a competitive advantage in the market. It can set you apart.

Addressing Client Needs

Pensionize your client’s RRSP.

Revenue Generation

Introducing a new investment philosophy product can create new revenue streams.

Client Retention

Offering innovative solutions can lead to stronger client relationships and improved client retention rates.

Demonstrating Expertise

Showcases your ability to identify opportunities and adapt to changing market conditions. This reinforces their reputation as a knowledgeable and skilled financial professional.

Referral Opportunities

Satisfied clients who find value in the new product may be more inclined to refer their friends, family, and colleagues to the advisor’s services.

Innovation and Progress

Embracing new products reflects an advisor’s commitment to innovation and progress. This attitude can resonate with clients who seek forward-thinking and adaptable advisors.