Can You Beat A Low Cost ETF? Let’s Find Out

If you’re on the board of a foundation or endowment, you now have a dilemma.

There exists an endowment stlye ETF, with all in fees less than 0.25%.

When you bring this up during the board meeting, a simple question will be raised.

“If we can’t beat this low cost ETF, what are we even doing?”

Your current structure: Massive fees and compensation, and an incredibly complicated process. Hundreds of pages of portfolio reports, dozens or hundreds of employees that cost who knows what.

You now have a major liability.

How do you justify that decision over a simple ETF?