Ascendant Funds White Paper


February 2013  
The Importance of Natural Resources within the Endowment Model. Ascendant Funds
The “Endowment Model” is both a portfolio management strategy and a marketing tool that a growing number of advisors have been successfully using to build and manage their practices in recent years.  However, what’s often left out is the way that endowments themselves have evolved.  Did you know that since 2002 endowments have reduced their allocation to fixed income by 57% while the allocation to natural resources has increased by 400%?  In this whitepaper Ascendant Funds explains how and why some of the nation’s largest endowments have been allocating to natural resources in a major way.

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