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.
Peer Data
Comparative Asset Allocation: Private Clients
Our biannual report summarizes asset allocation for 100 of Cambridge Associates’ US-based private clients.
Endowments Quarterly: Second Quarter 2017
Our quarterly report summarizes asset allocation and total investment performance for over 400 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 Analysis of Foundation Investment Pool Returns: Calendar Year 2016
This report reviews portfolio returns, asset allocation, investment management structures, and payout characteristics for 112 foundations. Analysis and exhibits include performance attribution, risk analytics, policy portfolio benchmarking, the impact of private investment programs on portfolio liquidity, the use of external managers by asset class, payout rates, payout distribution components, and payout objectives.
Spending Policy Practices: 2017
Setting an appropriate spending policy is an important part of effective endowment management, 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 March 2017 to dive deeper into the topics of spending policy implementation and factors that may lead to policy changes.
Endowments Quarterly: First Quarter 2017
Our quarterly report summarizes asset allocation and total investment performance for over 400 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 29 of Cambridge Associates’ UK foundation and endowment clients.
Comparative Asset Allocation: Private Clients
Our biannual report summarizes asset allocation for 108 of Cambridge Associates’ US-based private clients.
Endowments Quarterly: Fourth Quarter 2016
Our quarterly report summarizes asset allocation and total investment performance for over 400 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 Analysis of Cultural and Environmental Institution Investment Pool Returns: Fiscal Year 2016
This report reviews portfolio returns, asset allocation, investment manager structures, and net flow data for 54 cultural and environmental institutions. Analysis and exhibits include asset class returns, performance attribution, risk analytics, policy portfolio benchmarking, the impact of private investment programs on portfolio liquidity, the use of external managers by asset class, and net flow rates.