This study is based on a survey that Cambridge Associates (CA) administers annually to our college and university clients. The report that follows summarizes returns, asset allocation, and other investment-related data for 164 institutions for the fiscal year ended June 30, 2019. Included in this year’s report are commentary and exhibits spread across six separate sections.
Our quarterly report summarizes asset allocation and total investment performance for 373 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 2019 College and University Investment Pool Returns survey. Included in the analysis are a summary of investment pool returns and asset allocation for 164 colleges and universities. Additionally, the report provides detailed data by institution on asset allocation and target asset allocation. Look for our full annual analysis in the upcoming College and University Investment Pool Returns report to be published later this winter.
Our biannual report summarizes asset allocation and total investment performance for 29 of Cambridge Associates’ UK foundation and endowment clients.
Our biannual report summarizes asset allocation for 80 of Cambridge Associates’ US-based private clients.
Our quarterly report summarizes asset allocation and total investment performance for 370 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 cover a variety of spending topics, including spending rule types, the endowment’s support of operations, and effective spending rates.
Summarizes returns, asset allocation, and other investment-related data for 109 foundations for the year ended December 31, 2018.
The Foundation Annual Flash Statistics Report provides a first look at the results of our 2018 Foundation Annual Investment Pool Returns survey. Included in the analysis are a summary of investment pool returns, asset allocation, and returns after spending for 109 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 376 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.