Foundation Annual Investment Pool Returns: Calendar Year 2018
Summarizes returns, asset allocation, and other investment-related data for 109 foundations for the year ended December 31, 2018.
Authored by: William Prout
Foundation Annual Flash Statistics Report: Calendar Year 2018
The Foundation Annual Flash Statistics Report provides a first look at the results of our 2018 Foundation Annual Investment Pool Returns survey. Included in the analysis are a summary of investment pool returns, asset allocation, and returns after spending for 109 foundations. Additionally, the report provides detailed data by institution on asset allocation. Look for our full annual analysis in the upcoming Foundation Annual Investment Pool Returns report.
Endowments Quarterly: First Quarter 2019
Our quarterly report summarizes asset allocation and total investment performance for 376 of Cambridge Associates’ US endowment and foundation clients. In addition, the report contains tables and charts that show returns and asset allocation by peer type and asset size.
Endowments Quarterly: Fourth Quarter 2018
Our quarterly report summarizes asset allocation and total investment performance for 381 of Cambridge Associates’ US endowment and foundation clients. In addition, the report contains tables and charts that show returns and asset allocation by peer type and asset size.
Annual Review of Endowments: Fiscal Year 2018
This report summarizes returns, asset allocation, and related trends for 278 endowed institutions. Included are exhibits on asset class returns, performance attribution, risk analytics, policy portfolio benchmarking, and uncalled capital commitments. The analysis is broken down by size of assets under management and by institution type. The report also contains sections on investment manager structures, payout from the long-term investment portfolio, and investment office staffing and governance. Finally, accompanying this year’s report are videos which draw your attention to some of the report highlights and let you hear directly from the authors.
College and University Investment Pool Returns: Fiscal Year 2018
This report summarizes portfolio returns, asset allocation, and related trends for 160 colleges and universities. Included are exhibits on asset class returns, performance attribution, risk analytics, policy portfolio benchmarking, and uncalled capital commitments to private investments. The report also contains sections on investment management structures, flows to and from the long-term investment portfolio, and investment office staffing and governance. Finally, this year’s report includes new analyses on the use of outside advisors/consultants and decision-making rights for asset allocation policy development and manager selection.
Private Investing for Private Investors: Life Can Be Better After 40(%)
Families with multigenerational wealth may be particularly well positioned to consider allocating 40% or more of their assets to private investments. Assuming these families have the requisite long-term time horizon, patience, and ability to act quickly, they stand to benefit not only from the potential for higher returns but also from the tax-advantaged nature of private investments. Life could get better after 40%!
Endowments Quarterly: Third Quarter 2018
Our quarterly report summarizes asset allocation and total investment performance for 387 of Cambridge Associates’ US endowment and foundation clients. In addition, the report contains tables and charts that show returns and asset allocation by peer type and asset size.
College and University Flash Statistics Report: Fiscal Year 2018
The College and University Flash Statistics Report provides a first look at the results of our 2018 College and University Investment Pool Returns survey. Included in the analysis are a summary of investment pool returns, asset allocation, and returns after spending for 160 colleges and universities. Additionally, the report provides detailed data by institution on…
Endowments Quarterly: Second Quarter 2018
Our quarterly report summarizes asset allocation and total investment performance for 386 of Cambridge Associates’ US endowment and foundation clients. In addition, the report contains tables and charts that show returns and asset allocation by peer type and asset size.