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.
Peer Data
Endowments Quarterly: Second Quarter 2023
Our quarterly report summarizes asset allocation and total investment performance for 378 of Cambridge Associates’ US endowment and foundation clients.
Foundation Annual Investment Pool Returns: Calendar Year 2022
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.
Foundation Annual Flash Statistics: Calendar Year 2022
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.
Endowments Quarterly: First Quarter 2023
Our quarterly report summarizes asset allocation and total investment performance for 373 of Cambridge Associates’ US endowment and foundation clients.
Endowment Spending Amid Record Inflation
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.
Comparative Asset Allocation and Total Return: UK Foundations and Endowments
Our biannual report summarizes asset allocation and total investment performance for 20 of Cambridge Associates’ UK foundation and endowment clients.
Spending Policies and Practices: Fiscal Year 2022
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.
Endowments Quarterly: Fourth Quarter 2022
Our quarterly report summarizes asset allocation and total investment performance for 387 of Cambridge Associates’ US endowment and foundation clients.
Endowment Radar Study 2022: A Dynamic Role
Our 2022 Endowment Radar Study reflects the important role of the endowment in the dynamic private college and university business model. The endowment played a relatively smaller role in supporting growing operating budgets and financial aid commitments compared to 2021.