The College and University Flash Statistics Report provides a first look at the results of our 2023 College and University Investment Pool Returns survey. Included in the report are investment pool returns and asset allocation for 160 colleges and universities. 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 19 of Cambridge Associates’ UK foundation and endowment clients.
Our quarterly report summarizes asset allocation and total investment performance for 378 of Cambridge Associates’ US endowment and foundation clients.
Our annual survey-based report summarizes returns, asset allocation, and other investment-related data for 106 foundations for the calendar year ended December 31, 2022, across six sections: Investment Portfolio Returns, Investment Policy, Portfolio Asset Allocation, Investment Manager Structures, Payout From the Long-Term Investment Portfolio, and Investment Office Staffing and Governance.
The Foundation Annual Flash Statistics Report provides a first look at the results of our 2022 Foundation Annual Investment Pool Returns survey. 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 373 of Cambridge Associates’ US endowment and foundation clients.
Inflation is having a moment—driving up the costs of delivering the nonprofit mission and making it more challenging to maintain endowment purchasing power. This environment highlights the importance of endowment spending policies and their role in balancing near-term spending needs and intergenerational equity.
Our biannual report summarizes asset allocation and total investment performance for 20 of Cambridge Associates’ UK foundation and endowment clients.
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 review the various spending rule types used among our endowment clients. Also included are analyses on the endowment’s support of operations and effective spending rate.
Our quarterly report summarizes asset allocation and total investment performance for 387 of Cambridge Associates’ US endowment and foundation clients.