How has your institution adjusted allocations over the past several years?

Philip Rotner

Replied Jun 10

One of the first things we did at Children's was build a proprietary investment model, what we call a portfolio design model. Some people might call it an asset allocation model. We use the portfolio… Show more

What is your team doing with respect to rebalancing allocations as a result of the COVID-generated economic turbulence?

In March 2020, we rebalanced into equities once the market was down over -20%. We used a large portion of cash that had been set aside to buy the S&P 500 through ETF purchases. We planned to depl… Show more

How has your institution's strategic allocation changed over the course of the last two decades?

It has been a wholesale change from a consultant-driven 60/40 portfolio to a dynamic, opportunistic investing model with the majority of the portfolio in alternative investments. We made our first he… Show more

What portion of your organization's assets are included in your ESG program?

The short answer is 100%. Fundamentally we believe that environmental, social, and governance factors can have a material impact on the value of companies and securities, as well as the macroeconomic… Show more

Did you see any rethinking or rebalancing of the asset allocation strategy?

In the 2008 crisis, for a variety of reasons, the Institute determined that it was appropriate to de-risk the endowment. Of course, the problem with de-risking is not only do you have to make a decis… Show more

What's your firm's geographic allocation strategy for venture capital?

Mark Sherman

Replied Jun 23

Typically we're investing 70% in the U.S., and the other 30% in other parts of Asia, with China being the largest piece. I think we're likely to just keep that strategy pretty similar. We'll see the … Show more