This report summarizes the results of our fiscal year college and university survey. Included are commentary and analysis of investment performance, asset allocation, and related trends for 159 colleges and universities. The report also summarizes peer data on topics such as investment policy, portfolio manager structures, spending, and investment office staffing and governance.
Our quarterly report summarizes asset allocation and total investment performance for 389 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 2020 College and University Investment Pool Returns survey. Included in the analysis are a summary of investment pool returns and asset allocation for 159 colleges and universities. Additionally, the report provides detailed data by institution on asset allocation and…
Our biannual report summarizes asset allocation and total investment performance for 31 of Cambridge Associates’ UK foundation and endowment clients.
Our biannual report summarizes asset allocation for 122 of Cambridge Associates’ US-based private clients.
Our quarterly report summarizes asset allocation and preliminary investment performance as of June 30 for 394 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 provide an in-depth look at the various spending rule types that are used among our endowed clients. Also included are analysis on the endowment’s support of operations and effective spending rate.
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 115 foundations for the year ended December 31, 2019. Included in this year’s report are commentary and exhibits across five 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.
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.