Peer Data

Annual Review of Endowments: Fiscal Year 2018

This report summarizes returns, asset allocation, and related trends for 278 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. Finally, accompanying this year’s report are videos which draw your attention to some of the report highlights and let you hear directly from the authors.

College and University Investment Pool Returns: Fiscal Year 2018

This report summarizes portfolio returns, asset allocation, and related trends for 160 colleges and universities. Included are exhibits on asset class returns, performance attribution, risk analytics, policy portfolio benchmarking, and uncalled capital commitments to private investments. The report also contains sections on investment management structures, flows to and from the long-term investment portfolio, and investment office staffing and governance. Finally, this year’s report includes new analyses on the use of outside advisors/consultants and decision-making rights for asset allocation policy development and manager selection.

College and University Flash Statistics Report: Fiscal Year 2018

The College and University Flash Statistics Report provides a first look at the results of our 2018 College and University Investment Pool Returns survey. Included in the analysis are a summary of investment pool returns, asset allocation, and returns after spending for 160 colleges and universities. Additionally, the report provides detailed data by institution on…