ERIC Number: EJ539600
Record Type: CIJE
Publication Date: 1997
Reference Count: 0
Maintaining Investment Success: The Importance of Asset Suballocation.
Morrell, Louis R.
Business Officer, v30 n8 p38-42 Feb 1997
To meet demand for increased funding, in a period of probable declining investment returns, colleges and universities must fine-tune their asset suballocations to enhance returns. While the institution should adhere to major asset allocation classes, there can be much flexibility, and enhanced return, in shifting suballocations within the major classes. Dynamic allocation strategies help cope with market fluctuations. (MSE)
Descriptors: College Administration, Economic Climate, Economic Factors, Endowment Funds, Higher Education, Investment, Money Management, Resource Allocation, Trend Analysis
National Association of College and University Business Officers. 1110 Vermont Avenue NW Suite 800, Washington, DC 20005. Tel: 800-462-4916; Tel: 202-861-2500; Fax: 202-861-2583; Web site: http://www.nacubo.org
Publication Type: Reports - Evaluative; Guides - Non-Classroom; Journal Articles
Education Level: N/A
Audience: Administrators; Practitioners
Authoring Institution: N/A