Our annual report based on a survey administered to our endowment clients summarizes returns, asset allocation, and other investment-related data for 307 institutions for the fiscal year ended June 30, 2021. We also review peer data on topics such as investment policy, portfolio manager structures, spending, and investment office staffing and governance.
Our annual survey-based report of 152 US colleges and universities includes commentary and analysis of investment performance, asset allocation, and related trends.
The College and University Flash Statistics Report provides a first look at the results of our 2021 College and University Investment Pool Returns survey. Included in the analysis are a summary of investment pool returns and asset allocation for 152 colleges and universities. Additionally, the report provides detailed data by institution on asset allocation and…
Building a portfolio that incorporates both private equity and venture capital investments is not straightforward. It requires skill and discipline. In this paper, we review recent private investment performance, discuss how these investments have benefited institutional portfolios, and provide some high-level tips on how to build winning portfolios.
This report, based on a survey that Cambridge Associates administers annually to our foundation clients, summarizes returns, asset allocation, and other investment-related data for 112 foundations for the year ended December 31, 2020. Included in this year’s report are commentary and exhibits across six sections: Investment Portfolio Returns, Investment Policy, Portfolio Asset Allocation, Investment Manager Structures, Payout from the Long-Term Investment Portfolio, and Investment Office Staffing and Governance.
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 review the various spending rule types used among our endowed clients. Also included are analysis on the endowment’s support of operations and effective spending rate.
The Foundation Annual Flash Statistics Report provides a first look at the results of our 2020 Foundation Annual Investment Pool Returns survey. Included in the analysis are a summary of investment pool returns, asset allocation, and returns after spending for 112 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.
Our quarterly report summarizes asset allocation and total investment performance for 397 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.
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.
This report summarizes returns, investment policy, asset allocation, and related trends for 312 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.