World-class Investment Management
Integrating investment strategy and risk management
There are three core elements to our investment approach: our Policy Portfolio, our hybrid model of investing, and vigilant risk management.
- The Policy Portfolio represents our best thinking about the optimal long-term mix for Harvard’s endowment assets. It serves as a reference portfolio in allocating capital across markets and among asset classes in a mix that is judged to be most appropriate for Harvard University from both the perspective of potential return and risk over the long term.
- Employing a hybrid model of investment, we manage money both on an internal trading platform, as well as through investment arrangements with third party managers. This combination of top-quality internal talent and access to cutting edge capabilities from specialized teams around the world provides depth and breadth to our market perspectives.
- At HMC, risk management is a critical and continuously evolving component of our investment process. Multiple and dynamic views of risk are integrated into the fabric of our management strategy.