Peer Data

Spending Policy Practices: 2019

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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 cover a variety of spending topics, including spending rule types, the endowment’s support of operations, and effective spending rates.

Foundation Annual Flash Statistics Report: Calendar Year 2018

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The Foundation Annual Flash Statistics Report provides a first look at the results of our 2018 Foundation Annual Investment Pool Returns survey. Included in the analysis are a summary of investment pool returns, asset allocation, and returns after spending for 109 foundations. Additionally, the report provides detailed data by institution on asset allocation. Look for our full annual analysis in the upcoming Foundation Annual Investment Pool Returns report.

Annual Review of Endowments: Fiscal Year 2018

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This report summarizes returns, asset allocation, and related trends for 278 endowed institutions. Included are exhibits on asset class returns, performance attribution, risk analytics, policy portfolio benchmarking, and uncalled capital commitments. The analysis is broken down by size of assets under management and by institution type. The report also contains sections on investment manager structures, payout from the long-term investment portfolio, and investment office staffing and governance. Finally, accompanying this year’s report are videos which draw your attention to some of the report highlights and let you hear directly from the authors.

College and University Investment Pool Returns: Fiscal Year 2018

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This report summarizes portfolio returns, asset allocation, and related trends for 160 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, flows to and from the long-term investment portfolio, and investment office staffing and governance. Finally, this year’s report includes new analyses on the use of outside advisors/consultants and decision-making rights for asset allocation policy development and manager selection.