2013 MBA论文 Measuring the Value Added by Alternative Assets within the Investment Pools of Non-profit Organizations 102页
Table of Contents
Acknowledgements ..............................................................................................................6
Abstract ................................................................................................................................7
Chapter 1: Introduction ........................................................................................................8
Scope ........................................................................................................................8
Orientation ...............................................................................................................8
Personal Background .............................................................................................10
Conceptual Framework ..........................................................................................10
Chapter 2: Literature Review .............................................................................................19
Overview ................................................................................................................19
Summary of Major Sources ...................................................................................19
Methodology ..........................................................................................................20
Overall Summary and Comparison ........................................................................20
Critique ..................................................................................................................21
Point of Departure ..................................................................................................22
Chapter 3: Empirical Study Method ..................................................................................23
Hypotheses .............................................................................................................23
Background of the Data Source .............................................................................24
Procedure Used to Collect Data .............................................................................24
Advantages and Disadvantages of this Method .....................................................24
Chapter 4: Findings ............................................................................................................26
California Social Services Organization ................................................................27
University of Hawaii Foundation...........................................................................30
Washington State University Foundation’s Endowment Fund ..............................33
University of Northern Carolina, Wilmington .......................................................35
University of California, Santa Barbara Foundation .............................................37
University of California, Irvine Foundation ..........................................................39
University of California, Riverside Foundation.....................................................41
University of California, San Francisco Foundation .............................................43
Chapter 5: Conclusions ......................................................................................................45
Theoretical Insights ................................................................................................45
Practical Recommendations ...................................................................................47
What this Study Adds to the Literature ..................................................................51
Suggestions for Future Research ...........................................................................51
Works Cited ...........................................................................................................52
Appendices .........................................................................................................................57
Appendix A: Indexing vs. Active Management ....................................................58
Appendix B: Risk-Free Rate ..................................................................................62
Appendix C: Basic Investing Principles Glossary .................................................63
Appendix D: 60/40 Benchmark .............................................................................66
Appendix E: Digest of the Literature .....................................................................67
Appendix F: CSSO Net of Fees Estimate ..............................................................99
Appendix G: CSSO’s Problematic Portfolio .......................................................101


雷达卡




京公网安备 11010802022788号







