Endowments Quarterly: Second Quarter 2023
Our quarterly report summarizes asset allocation and total investment performance for 378 of Cambridge Associates’ US endowment and foundation clients.
Authored by: William Prout
Foundation Annual Investment Pool Returns: Calendar Year 2022
Our annual survey-based report summarizes returns, asset allocation, and other investment-related data for 106 foundations for the calendar year ended December 31, 2022, 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.
Foundation Annual Flash Statistics: Calendar Year 2022
The Foundation Annual Flash Statistics Report provides a first look at the results of our 2022 Foundation Annual Investment Pool Returns survey. Look for our full annual analysis in the upcoming Foundation Annual Investment Pool Returns report.
Endowments Quarterly: First Quarter 2023
Our quarterly report summarizes asset allocation and total investment performance for 373 of Cambridge Associates’ US endowment and foundation clients.
Comparative Asset Allocation and Total Return: UK Foundations and Endowments
Our biannual report summarizes asset allocation and total investment performance for 20 of Cambridge Associates’ UK foundation and endowment clients.
Spending Policies and Practices: Fiscal Year 2022
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 endowment clients. Also included are analyses on the endowment’s support of operations and effective spending rate.
Endowments Quarterly: Fourth Quarter 2022
Our quarterly report summarizes asset allocation and total investment performance for 387 of Cambridge Associates’ US endowment and foundation clients.
Annual Review of Endowments: Fiscal Year 2022
In fiscal year 2022, endowments faced a challenging market environment one year after they had seen the best investment returns in decades. Our annual report based on a survey administered to our endowment clients summarizes returns, asset allocation, and other investment-related data for 316 institutions for the fiscal year ended June 30, 2022. We also review peer data on topics such as investment policy, portfolio manager structures, spending, and investment office staffing and governance.
College and University Investment Pool Returns: Fiscal Year 2022
Just one year after the best investment returns endowments had seen in decades, fiscal year 2022 brought about the most challenging market environment since the Global Financial Crisis of the late 2000s. Our annual survey-based report of 158 US colleges and universities includes commentary and analysis of investment performance, asset allocation, and related trends. We also review peer data on topics such as investment policy, portfolio manager structures, spending, and investment office staffing and governance.
Endowments Quarterly: Third Quarter 2022
Our quarterly report summarizes asset allocation and total investment performance for 371 of Cambridge Associates’ US endowment and foundation clients.