Peer Data

College and University Flash Statistics Report: Fiscal Year 2018

The College and University Flash Statistics Report provides a first look at the results of our 2018 College and University Investment Pool Returns survey. Included in the analysis are a summary of investment pool returns, asset allocation, and returns after spending for 160 colleges and universities. Additionally, the report provides detailed data by institution on…

Spending Policy Practices: 2018

Annual distributions from the endowment are a source of supplemental operating revenue for most endowed institutions, 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 April 2018 to dive deeper into some technical factors of spending policy, specifically focusing on spending from new endowment gifts.

Foundation Annual Investment Pool Returns: Calendar Year 2017

This report, based on a survey that Cambridge Associates administers annually to our foundation clients, summarizes returns, asset allocation, and other investment-related data for 111 foundations for the year ended December 31, 2017. Included in this year’s report are commentary and exhibits across five sections: Investment Portfolio Returns, Asset Allocation, Investment Manager Structures, Payout from the Long-Term Investment Portfolio, and Investment Office Staffing and Governance.