The Foundation Annual Flash Statistics Report provides a first look at the results of our 2019 Foundation Annual Investment Pool Returns survey. Included in the analysis are a summary of investment pool returns, asset allocation, and returns after spending for 115 foundations. Additionally, the report provides detailed data by institution on asset allocation. Look for…
Our quarterly report summarizes asset allocation and total investment performance for 390 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.
Before COVID-19 most hospitals generated liquidity from their operating model. In our May 2020 survey of 27 hospital systems, we learned that COVID-19 has driven hospitals to search for liquidity from multiple sources, including, for some, the investment portfolio.
Our quarterly report summarizes asset allocation and total investment performance for 397 of Cambridge Associates’ US endowment and foundation clients. In addition, the report shows returns and asset allocation by peer type and asset size.
This report summarizes returns, investment policy, asset allocation, and related trends for 319 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…
This study is based on a survey that Cambridge Associates (CA) administers annually to our college and university clients. The report that follows summarizes returns, asset allocation, and other investment-related data for 164 institutions for the fiscal year ended June 30, 2019. Included in this year’s report are commentary and exhibits spread across six separate sections.
Our quarterly report summarizes asset allocation and total investment performance for 373 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.
The College and University Flash Statistics Report provides a first look at the results of our 2019 College and University Investment Pool Returns survey. Included in the analysis are a summary of investment pool returns and asset allocation for 164 colleges and universities. Additionally, the report provides detailed data by institution on asset allocation and target asset allocation. Look for our full annual analysis in the upcoming College and University Investment Pool Returns report to be published later this winter.
Our quarterly report summarizes asset allocation and total investment performance for 370 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 distributions from the endowment are a source of supplemental operating revenue for most endowed institutions. An institution’s endowment spending policy provides a basis for the calculation of the annual distribution, serving as a bridge that links the long-term investment portfolio and the enterprise. The data and analysis in this report cover a variety of spending topics, including spending rule types, the endowment’s support of operations, and effective spending rates.