Endowment Oversight Flash Statistics: Fiscal Year 2024
The Endowment Oversight Flash Statistics Report offers an initial glimpse into survey findings from 143 endowment and foundation participants.
Peer Data
Comparative Asset Allocation and Total Return: UK Foundations and Endowments
Our biannual report summarizes asset allocation and total investment performance for 24 of Cambridge Associates’ UK foundation and endowment clients.
Endowments Quarterly: Second Quarter 2024
Our quarterly report summarizes asset allocation and total investment performance for 381 of Cambridge Associates’ US endowment and foundation clients.
Foundation Annual Investment Pool Returns: Calendar Year 2023
Our annual survey-based report summarizes returns, asset allocation, and other investment-related data for 110 foundations for the calendar year ended December 31, 2023, across five sections: Investment Portfolio Returns, Investment Policy, Portfolio Asset Allocation, Investment Manager Structures, and Payout From the Long-Term Investment Portfolio.
Foundation Annual Flash Statistics: Calendar Year 2023
The Foundation Annual Flash Statistics Report provides a first look at the results of our 2023 Foundation Annual Investment Pool Returns survey. Look for our full annual analysis in the Foundation Annual Investment Pool Returns report later this summer.
Endowments Quarterly: First Quarter 2024
Our quarterly report summarizes asset allocation and total investment performance for 349 of Cambridge Associates’ US endowment and foundation clients.
Spending Policies and Practices: Fiscal Year 2023
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.
Comparative Asset Allocation and Total Return: UK Foundations and Endowments
Our biannual report summarizes asset allocation and total investment performance for 19 of Cambridge Associates’ UK foundation and endowment clients.
Endowment Radar Study 2023: Endowment Dependence Grows with Higher Costs
Higher costs and higher rates of endowment spending are the major story lines of the 2023 Endowment Radar Study. Over the past year, the endowment provided a stable source of funding to for the growing costs of private college and university business model.
Endowments Quarterly: Fourth Quarter 2023
Our quarterly report summarizes asset allocation and total investment performance for 387 of Cambridge Associates’ US endowment and foundation clients.