Endowments Quarterly Series

Endowments Quarterly: Second Quarter 2016

Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ US endowment and foundation clients. This quarter we used attribution analysis to examine the contribution of asset allocation and implementation decisions to total returns for the trailing one- and ten-year periods. Tables and charts in the report show returns…

Endowments Quarterly: First Quarter 2016

Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ US endowment and foundation clients. This quarter we used attribution analysis to examine the contribution of asset allocation and implementation decisions to total returns for the trailing one- and ten-year periods. Tables and charts in the report show returns…

Endowments Quarterly: Fourth Quarter 2015

Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ US endowment and foundation clients. This quarter we examine the relationship between asset allocation and investment performance for the trailing one- and ten-year periods. Tables and charts in the report show returns and asset allocation by peer type and…

Endowments Quarterly: Second Quarter 2015

Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ endowment and foundation clients. This quarter we review the impact of private investment allocations on performance and introduce medians based on low, medium, and high allocations to private investments. Tables and charts in the report show returns and asset…

Endowments Quarterly: First Quarter 2015

Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ endowment and foundation clients. The average return of the US Endowment and Foundation universe was 2.0% for the quarter ended March 31, 2015, an improvement from the previous quarter. Trailing one-year returns averaged 4.8%. Commentary in this quarter’s report…

Endowments Quarterly: Fourth Quarter 2014

Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ endowment and foundation clients. The average return of the US Endowment and Foundation universe was flat (0.0%) for the quarter ended December 31, 2014, an improvement from the previous quarter. Trailing one-year returns averaged 4.4%. Commentary in this quarter’s…

Endowments Quarterly: Third Quarter 2014

Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ endowment and foundation clients. The average return of the US Endowment and Foundation universe was -1.3% for the quarter ended September 30, 2014, ending a four-quarter run of positive performance that began in third quarter 2013. Trailing one-year returns…

Endowments Quarterly: Second Quarter 2014

Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ endowment and foundation clients. For the quarter ending June 30, 2014, the Cambridge Associates US endowment and foundation universe earned an average nominal return of 3.6%; trailing one-year returns averaged 15.7%. Included in the report are sections on performance…