Comparative Asset Allocation and Total Return: UK Foundations and Endowments
Our biannual report summarizes asset allocation and total investment performance for 29 of Cambridge Associates’ UK foundation and endowment clients.
Peer Data
Endowments Quarterly: Second Quarter 2018
Our quarterly report summarizes asset allocation and total investment performance for 386 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.
Spending Policy Practices: 2018
Annual distributions from the endowment are a source of supplemental operating revenue for most endowed institutions, as an institution’s spending policy serves 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. This year’s report draws on a supplemental study Cambridge Associates conducted in April 2018 to dive deeper into some technical factors of spending policy, specifically focusing on spending from new endowment gifts.
Foundation Annual Investment Pool Returns: Calendar Year 2017
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 111 foundations for the year ended December 31, 2017. Included in this year’s report are commentary and exhibits across five sections: Investment Portfolio Returns, Asset Allocation, Investment Manager Structures, Payout from the Long-Term Investment Portfolio, and Investment Office Staffing and Governance.
Endowments Quarterly: First Quarter 2018
Our quarterly report summarizes asset allocation and total investment performance for 405 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.
Comparative Asset Allocation and Total Return: UK Foundations and Endowments
Our biannual report summarizes asset allocation and total investment performance for 31 of Cambridge Associates’ UK foundation and endowment clients.
Comparative Asset Allocation: Private Clients
Our biannual report summarizes asset allocation for over 160 of Cambridge Associates’ US-based private clients.
Endowments Quarterly: Fourth Quarter 2017
Our quarterly report summarizes asset allocation and total investment performance for over 408 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 Review of Endowments: Fiscal Year 2017
This new report summarizes portfolio returns, asset allocation, and related trends for 289 endowed institutions. Included are exhibits on asset class returns, performance attribution, risk analytics, policy portfolio benchmarking, and uncalled capital commitments to private investments. The analysis is broken down by size of assets under management and by institution type. The report also contains…
College and University Investment Pool Returns: Fiscal Year 2017
This report summarizes portfolio returns, asset allocation, and related trends for 164 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 and flows to and from the long-term investment portfolio. Finally, this year’s report includes a new section that looks at topics pertaining to governance and investment office staffing.