Yale University 2022 Portfolio: 4 Best Investment Ideas

In this article, we discuss the 4 best investment ideas of Yale University. If you want to read our detailed analysis of these investment ideas and the university’s investment philosophy, go directly to Yale University 2022 Portfolio: 8 Best Investment Ideas.

4. iShares MSCI EAFE ETF (NYSE:EFA)

Yale University’s Stake Value: $3,606,000

Percentage of Yale University’s 13F Portfolio: 0.67%

Price as of May 26: $69.59

iShares MSCI EAFE ETF (NYSE:EFA) provides exposure to a wide variety of stocks trading in Australia, Asia, the Far East, and Europe. Yale University initiated a position in iShares MSCI EAFE ETF (NYSE:EFA) in Q4 2020. On a sequential basis, there was no change in the University’s holding in the ETF.

In terms of sector exposure, iShares MSCI EAFE ETF (NYSE:EFA) has the highest exposure in the Financial sector as of April 28. This is closely followed by Industrials at 14.86% and Health Care at 13.39%. In terms of geographic exposure, Japanese stocks have the highest weightage at 22.17%. The global economy has come under intense pressure since the start of the conflict between Russia and Ukraine. As a result of this conflict, IMF forecasts the global economy to slow down from 6.1% in 2021 to 3.6% in 2022 and 2023. The new forecast for 2022 and 2023 is 80 basis points (bps), 20 bps lower than the projections in January.