{"product_id":"the-ivy-portfolio-9781118008850","title":"The Ivy Portfolio","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e\u003cb\u003eA do-it-yourself guide to investing like the renowned Harvard and Yale endowments.\u003c\/b\u003e  \u003cp\u003e\u003ci\u003eThe Ivy Portfolio\u003c\/i\u003e shows step-by-step how to track and mimic the investment strategies of the highly successful Harvard and Yale endowments. Using the endowment Policy Portfolios as a guide, the authors illustrate how an investor can develop a strategic asset allocation using an ETF-based investment approach.\u003c\/p\u003e \u003cp\u003e\u003ci\u003eThe Ivy Portfolio\u003c\/i\u003e also reveals a novel method for investors to reduce their risk through a tactical asset allocation strategy to protect them from bear markets. The book will also showcase a method to follow the smart money and piggyback the top hedge funds and their stock-picking abilities. With readable, straightforward advice, \u003ci\u003eThe Ivy Portfolio\u003c\/i\u003e will show investors exactly how this can be accomplishedand allow them to achieve an unparalleled level of investment success in the process.\u003c\/p\u003e \u003cp\u003eWith all of the uncertainty in the markets today, \u003ci\u003eThe Ivy Portfoli\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003c\/i\u003e\u003c\/p\u003e\u003cp\u003ePreface ix\u003c\/p\u003e \u003cp\u003eAcknowledgments xi\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart One: Constructing Your Ivy Portfolio 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 1 The Super Endowments 3\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eEndowments Are Different 4\u003c\/p\u003e \u003cp\u003eSize Matters . . . 8\u003c\/p\u003e \u003cp\u003e. . . and So Does Performance 11\u003c\/p\u003e \u003cp\u003eActive Management over Passive 14\u003c\/p\u003e \u003cp\u003eSummary 16\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 2 The Yale Endowment 17\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eHistory of the Endowment 18\u003c\/p\u003e \u003cp\u003eDavid Swensen’s Ascent 22\u003c\/p\u003e \u003cp\u003eOf Alphas and Betas 30\u003c\/p\u003e \u003cp\u003eOutlining the Yale Process 33\u003c\/p\u003e \u003cp\u003eDomestic Equity 34\u003c\/p\u003e \u003cp\u003eForeign Equity 35\u003c\/p\u003e \u003cp\u003eFixed-Income 37\u003c\/p\u003e \u003cp\u003eReal Assets 37\u003c\/p\u003e \u003cp\u003ePrivate Equity 38\u003c\/p\u003e \u003cp\u003eSummary 39\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 3 The Harvard Endowment 41\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eHistory of the Endowment 42\u003c\/p\u003e \u003cp\u003eThe Owner’s Mentality 43\u003c\/p\u003e \u003cp\u003eHarvard’s Swensen 45\u003c\/p\u003e \u003cp\u003eMore Money, More Problems 48\u003c\/p\u003e \u003cp\u003eHow Harvard Does It 50\u003c\/p\u003e \u003cp\u003eSummary 53\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 4 Building Your Own Ivy League Portfolio 55\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eDo as I Do—Shadowing the Super Endowments 56\u003c\/p\u003e \u003cp\u003eRisk-Adjusted Returns 64\u003c\/p\u003e \u003cp\u003eDo as I Say 66\u003c\/p\u003e \u003cp\u003eInflation Is the Enemy 68\u003c\/p\u003e \u003cp\u003eCreating an All-Weather Policy Portfolio through Indexing 71\u003c\/p\u003e \u003cp\u003eImplementing Your Portfolio 74\u003c\/p\u003e \u003cp\u003eRebalancing Your Portfolio 77\u003c\/p\u003e \u003cp\u003eSummary 78\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart Two: Alternatives 81\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 5 Private Equity 83\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eWhat Is Private Equity? 84\u003c\/p\u003e \u003cp\u003eHistorical Returns and Benchmarking 85\u003c\/p\u003e \u003cp\u003eHow to Invest in Publicly Listed Private Equity 91\u003c\/p\u003e \u003cp\u003eSummary 96\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 6 Hedge Funds 97\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eA Brief Introduction to Hedge Funds 98\u003c\/p\u003e \u003cp\u003eFund of Funds 101\u003c\/p\u003e \u003cp\u003eOptions to Invest in Hedge Funds 113\u003c\/p\u003e \u003cp\u003eIndividual Hedge Funds 123\u003c\/p\u003e \u003cp\u003eFund of Funds 125\u003c\/p\u003e \u003cp\u003ePractical Considerations 131\u003c\/p\u003e \u003cp\u003eSummary 132\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart Three: Active Management 133\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 7 Winning by Not Losing 135\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLosing Hurts 136\u003c\/p\u003e \u003cp\u003eThe Quantitative System 141\u003c\/p\u003e \u003cp\u003eOut-of-Sample Testing and Systematic Tactical Asset Allocation 151\u003c\/p\u003e \u003cp\u003eExtensions 158\u003c\/p\u003e \u003cp\u003eA Rotation System 159\u003c\/p\u003e \u003cp\u003ePractical Considerations and Taxes 160\u003c\/p\u003e \u003cp\u003eDiscipline 162\u003c\/p\u003e \u003cp\u003eThe Systems versus the Endowments 165\u003c\/p\u003e \u003cp\u003eWhy It Works 166\u003c\/p\u003e \u003cp\u003eSummary 169\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 8 Following the Smart Money 171\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eIntroduction to the 13F 172\u003c\/p\u003e \u003cp\u003eCombining the Top Fund Managers to Create Your Own Fund of Funds 182\u003c\/p\u003e \u003cp\u003eSummary 185\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 9 Develop an Action Plan 187\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eImplementing Your Ivy Portfolio 188\u003c\/p\u003e \u003cp\u003ePortfolios Discussed in The Ivy Portfolio 191\u003c\/p\u003e \u003cp\u003eAppendix A: A Brief Review of Momentum and Trend Following 195\u003c\/p\u003e \u003cp\u003eAppendix B: Additional Charts 199\u003c\/p\u003e \u003cp\u003eAppendix C: Recommended Reading 207\u003c\/p\u003e \u003cp\u003eBibliography 211\u003c\/p\u003e \u003cp\u003eAbout the Authors 218\u003c\/p\u003e \u003cp\u003eIndex 219\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49406820155735,"sku":"9781118008850","price":15.3,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781118008850.jpg?v=1730497225","url":"https:\/\/bookcurl.com\/products\/the-ivy-portfolio-9781118008850","provider":"Book Curl","version":"1.0","type":"link"}