Peer Data

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…

Annual Analysis of Independent School Investment Pool Returns: 2012-13

This year we highlight unfunded commitment levels to private investments and estimated annual liquidity requirements for the portfolio. We also explore policy portfolio benchmarking and spending policy practices, including additions and withdrawals to the portfolio and support of operations. As with past years, this report also reviews investment management structures, the frequency of external managers…

Annual Analysis of Museum and Library Investment Pool Returns: 2012-13

This year we highlight unfunded commitment levels to private investments and estimated annual liquidity requirements for the portfolio. We also explore policy portfolio benchmarking and spending policy practices, including additions and withdrawals to the portfolio and support of operations. As with past years, this report also reviews investment management structures, the frequency of external managers…