Asset Allocation

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Summary: The Super Endowment funds of Harvard and Yale have consistently achieved high investment returns and low volatility due to their multi-asset approach to investing and exposure to alternative asset classes. While most investors cannot invest like the Super Endowment funds, this research note shows that by applying their multi-asset principles to an index based portfolio, returns have historically been superior to those of traditional portfolios and even the average top rated managed funds. Frontier takes inspiration from Super Endowment funds when determining our asset allocations. The current asset weighting of Frontier’s three funds (Conservative, Moderate, and Plus) is designed to contain slightly less risk than the Super Endowments allocations, as the Super Endowments have a longer investment horizon and lower liquidity requirements (See Appendix B for Frontier’s current asset weighting). Our small minimum investment requirements and high levels of liquidity means that it is possible for even smaller investors to adopt a multi-asset approach to portfolio management just like the Super Endowments. Should you wish to obtain any further information on index investing or to learn about the range of Frontier’s products please visit our website at www.FrontierCM.com or contact Michael Azlen at Azlen@FrontierCM.com