Baylor University

Endowment Portfolio

Portfolio 2013

The Endowment portfolio consistent of publicly traded stock, bond and alternative investments, along with investments in private equity and real assets. The diversity of this portfolio, along with broad access to non-traditional investments, has proven to provide significantly better returns than a traditional stock and bond portfolio.

Marketable alternatives and real assets provide access to markets and strategies that often show low correlations with traditional investments. Private equity investments offer an illiquity premium that generally allows higher returns to be achieved. Our stock portfolio is well-diversified and focused on quality companies across the globe that serve growing and enduring markets.