B. DISCUSS, OTHER THAN THE PORTFOLIO RETURN REQUIREMENT, ONE FACTOR...

1-B. Discuss, other than the portfolio return requirement, one factor that: (see i. and ii. below)

Note: Restating case facts without additional support will not receive credit.

i. decreases the endowment’s ability to take risk.

ii. increases the endowment’s ability to take risk.

Answer Question 1-C on This Page

Determine

whether the

foundation’s

ability to take risk

is lower than, the

Justify your response with two reasons.

same as, or higher

than that of the

Sopho College

library

endowment.

(circle one)