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Yale University Investments Office: November 1997

By: Josh Lerner
  • Format:Print
  • | Language:English
  • | Pages:25
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Abstract

David Swensen, chief investment officer at Yale University, reviews the $6 billion endowment strategy, which places an unusually heavy emphasis on private equity and other illiquid securities. Changing market conditions in November 1997 cause him to rethink historically successful approaches. A rewritten version of an earlier case.

Keywords

Change; Private Equity; Financial Liquidity; Investment; Marketing Strategy; Strategy; Education Industry

Citation

Lerner, Josh. "Yale University Investments Office: November 1997." Harvard Business School Case 298-077, December 1997. (Revised September 1998.)
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About The Author

Josh Lerner

Entrepreneurial Management
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Related Work

    • December 1997 (Revised September 1998)
    • Faculty Research

    Yale University Investments Office: November 1997

    By: Josh Lerner
Related Work
  • Yale University Investments Office: November 1997 By: Josh Lerner
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