Additional information to address in the paper includes:
- Data presented in the form of numbers, graphs, and charts – utilize the Monte Carlo Illustration of Outflows;
- A justification of each investment recommendations you will make to the client;
- Support for your policy recommendation based on the principles of modern portfolio theory;
- Core allocation percentage targets and ranges; and
- Tactical allocation percentage ranges.
This paper should be a minimum of 500 words and supported with scholarly resources.
Endowment Scenario
The University of North Carolina Wilmington Endowment
UNCW is a modest-size endowment of approximately $100 million with a significant amount of information available in the public domain.
The long-term annual real return objective is +5.5% (i.e. inflation plus 5.5%), net of covering reasonable and appropriate charges to administer fundraising.
The Endowment update presented to the UNCW Board of Trustees on 10/24/19 can be found here (that and a massive list of other resources can be found at the UNCW Endowment link shared above).
The annual spending policy is 4.5% plus a 1.25%/year endowment administrative fee.
Please review the latest endowment update in the context of the endowment’s spending, real return objectives, and administrate fee constraint. Recommend whether and what changes to the 12/31/19 asset class and allocation targets should be considered. Please include scholarly resources to support your recommendations.
IPS.CFA
FIN-655-RS-Benchmark-IPS-Case-Scenarios-Endowment
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