In The News
Stanford Releases Annual Financial Results For Investment Return, Endowment

For the 12 months ending June 30, 2019, Stanford Management Company generated a 6.5 percent investment return, net of all internal and external costs and fees, but gross of the newly levied tax on certain endowments.

10.02.19
In The News
University Endowment Market Value and Investment Performance for Fiscal 2019

I am pleased to report that as we closed fiscal year 2019. the Total Endowment achieved top-quartile performance relative to other endowments, returning 7.3 percent for the fiscal year ending June 30, 2019.

10.01.19
In The News
University Endowment Rises To Record $8.6 Billion After "Economic Headwinds"

The Board of Trustees learned at its first annual meeting that Duke’s endowment has hit another record high valuation.

10.01.19
In The News
Yale Reports 5.7 Percent Returns On Endowment, Breaks $30 Billion

Yale posted 5.7 percent returns on its endowment in the fiscal year 2018-19 –– a figure that falls slightly below last year’s above-average returns.

10.01.19
In The News
With 12.4% Return, Brown Endowment Grows To Record $4.2 Billion

With its investment portfolio benefiting from a strong performance distributed access asset classes, Brown University’s endowment significantly outperformed its benchmarks with a 12.4% return during Fiscal Year 2019.

09.27.19
Consultant/OCIO/Discretionary
Western Trust Fund Issues Consultant RFP

A Western trust fund has issued an RFP seeking an investment consultant for its multi-billion investment portfolio.

09.27.19
In The News
Harvard Endowment Increases 4.3 Percent to $40.9 Billion

The endowment’s value was $40.9 billion as of this past June 30, the end of fiscal year 2019—an increase of $1.7 billion (4.3 percent) from $39.2 billion a year earlier.

09.27.19
Industry News
Study Reveals Compensation Levels For Nonprofit Investment Staff

Performance-based compensation continues to be a key component of pay for investment staff at private foundations and university endowments, according to a recent study.

09.26.19
Surveys/Studies
Extreme Risk Assessment: Adapt, Hedge And Ensure Diversified Investment Portfolios

Investors must be diligent in preparing against extreme risks and their potential for high impact on global economic growth and returns as non-financial risks take an increasingly significant role, a report shows.

09.26.19
Conference Coverage
Climate Risks Factors Necessary For Nonprofit Portfolio Modeling, Assumptions: Panel

Consequences of climate change and stranded assets must be incorporated into investment portfolios as a risk factor to protect against future downside dangers.

09.26.19