For the second consecutive year, all Ivy endowments (save for Brown) and the Ivy average, underperformed a 60-40 portfolio of US domestic stocks and bonds.
Even though Ivy Leagues use Private Equity to help boost returns, it is still hard for these asset managers to consistently achieve above-average results.
What is the message? As a private investor, to outperform consistently is a big ask. Yes, you may have some funds that outperform sometimes, but for your total investable assets, your pensions, ISAs, and General Investment accounts…for your total assets to outperform, it is unlikely. This means you need to ask different questions of the people who manage your wealth.
This is where we can help. To help you ask better questions. You then increase the chances of better performance.
Take back control over your money.