David Swensen

A comprehensive compilation of David Swensen's writings, articles, interviews, and talks.

Books2005Unconventional Success: A Fundamental Approach to Personal Investment2009Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment (Fully Revised and Updated)PresentationsFebruary 20089. Guest Lecture by David Swensen (ECON 252, 2008) - videoFebruary 20116. Guest Speaker David Swensen (ECON 252, 2011) - videoNovember 2017A Conversation with David Swensen (CFR) - videoMay 2021Entrevista David Swensen Parte 01 - Alocc Gestão PatrimonialArticles2001The Yale Endowment 2001 (Investments Office annual report; investment philosophy & asset-allocation commentary)2002The Yale Endowment 2002 (Investments Office annual report)2003The Yale Endowment 2003 (Investments Office annual report)2004The Yale Endowment 2004 (Investments Office annual report)2005The Yale Endowment 2005 (Investments Office annual report)October 2005Invest at Your Own Risk2006The Yale Endowment 2006 (Investments Office annual report)2007The Yale Endowment 2007 (Investments Office annual report)2008The Yale Endowment 2008 (Investments Office annual report)2009The Yale Endowment 2009 (Investments Office annual report)January 2009News You Can Endow (with Michael Schmidt)2010The Yale Endowment 2010 (Investments Office annual report)2011The Yale Endowment 2011 (Investments Office annual report)August 2011The Mutual Fund Merry-Go-Round2012The Yale Endowment 2012 (Investments Office annual report)2013The Yale Endowment 2013 (Investments Office annual report)2014The Yale Endowment 2014 (Investments Office annual report)2015The Yale Endowment 2015 (Investments Office annual report)December 2015One Way to Unrig Stock Trading (with Jonathan Macey)2016The Yale Endowment 2016 (Investments Office annual report)2017The Yale Endowment 2017 (Investments Office annual report)2018The Yale Endowment 2018 (Investments Office annual report)March 2018SWENSEN: The endowment & the activists2019The Yale Endowment 2019 (Investments Office annual report)2020The Yale Endowment 2020 (Investments Office annual report; Swensen's final report)InterviewsFebruary 2009Yale's Financial Wizard, David Swensen, Says Most Endowments Shouldn't Try to Be Like Yale (Q&A)May 2009David Swensen on the Yale Endowment & 'Unconventional Success' (Consuelo Mack WealthTrack interview)
Key Articles About David Swensen2000The Yale Endowment — Josh Lerner, Harvard Business School2021David Swensen, Yale Endowment Chief Who Changed the Course of Institutional Investing, Dies at 67 — Juliet Chung and Dawn Lim, The Wall Street Journal2021David Swensen, Who Revolutionized Endowment Investing, Dies at 67 — Robert D. Hershey Jr., The New York Times2021The Swensen Effect — Leanna Orr, Institutional Investor