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Authors: Luis M Viceira
Published by: Harvard Business Publishing
Originally published in: 2000
Version: 15 February 2007
Length: 13 pages
Data source: Field research

Abstract

In March 2000, the board of The Harvard Management Co (HMC) approved significant changes in the policy portfolio determining the long-run allocation policy of the Harvard University endowment. These changes included a sharp reduction of the allocation to US equities and US nominal bonds and a significant investment in the new US Treasury Inflation-Protected Securities (TIPS). This case focuses on the analysis that led HMC management to recommend such changes to the board.
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Abstract

In March 2000, the board of The Harvard Management Co (HMC) approved significant changes in the policy portfolio determining the long-run allocation policy of the Harvard University endowment. These changes included a sharp reduction of the allocation to US equities and US nominal bonds and a significant investment in the new US Treasury Inflation-Protected Securities (TIPS). This case focuses on the analysis that led HMC management to recommend such changes to the board.

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Location:
Industry:
Other setting(s):
2000

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