Tag: Endowments

Asset Allocation November 14, 2025

University Endowments Returned to Growth in 2025

Higher education institutions saw strong returns across asset classes, especially in equities, and significant exposure to themes related to digital assets and artificial intelligence.

Asset Allocation November 11, 2025

Comparing Ivy League Endowment Returns

Investment performance for the institutions was the best of the last four fiscal years.

Asset Allocation October 30, 2025

Bowdoin College Endowment Returns 15.3% in Fiscal 2025

The institution’s assets rose to $2.9 billion at the end of June, and its long-term returns rank among the top 1% of university endowments.

Asset Allocation October 24, 2025

Yale Endowment Returns 11.1% in Fiscal 2025, Tempered by Buyouts, Real Estate

The institution’s assets rose to $41.4 billion, while it distributed $2.1 billion for operating expenses.

Asset Allocation October 24, 2025

Led by Global Equities, Columbia Endowment Gains 12.4% in Fiscal 2025

But the university’s finances ‘experienced a major destabilizing event’ with the termination of hundreds of federal grants.

Asset Allocation October 24, 2025

Dartmouth Endowment Returns 10.8% in Fiscal 2025

Assets of the fund, which distributed $453 million to college operations in the year, rose to $9 billion at the end of June.

Asset Allocation October 17, 2025

Brown University Endowment Returns 11.9% in Fiscal 2025

The assets of the fund rose to $8 billion at the end of June. 

Asset Allocation October 16, 2025

Endowment Tax Increase Will Have ‘Significant Impact’ on Yale Finances

The tax, which will balloon to 8%, will be an ‘ongoing expense of approximately $300 million per year,’ according to the university’s provost.

Asset Allocation October 1, 2025

University of Pennsylvania Endowment Returned 12.2% in Fiscal 2025

The fund’s assets grew to $24.8 billion at the end of June.

Asset Allocation August 20, 2025

Harvard Management Co. Adds Bitcoin, Gold; Slashes Tech Holdings

The world’s largest endowment also bought 1 million shares of Amazon, despite cutting back sharply on Alphabet, Meta and Microsoft.

Corporate Moves June 30, 2025

Brown Advisory to Acquire Marylebone Partners in International Push

The acquisition of the London-based investment manager will allow Brown to offer endowment-style investments to global clients.

Alternatives April 22, 2025

Why Endowments Are Not a Quick Fix for Universities Facing Funding Cuts

Restrictions on use and the funds’ earmarked status limit how much universities can rely on endowments to address funding shortfalls.

Asset Allocation April 9, 2025

Endowments Face Liquidity Crunch Amid Market Pullback, Funding Cuts

Universities with large allocations to private markets are borrowing in the bond market to address funding issues, as private equity capital calls can compete with research funding for liquidity.

Asset Allocation February 18, 2025

US College, University Endowments Returned 11.2% Last Year

According to the 2024 NACUBO-Commonfund Study of Endowments, 658 institutions, representing $873.7 billion in assets, reported a $30 billion increase in spending.

Asset Allocation January 14, 2025

UCSD Foundation Repeats as Best-Performing University Endowment in Fiscal 2024

Smaller, equity-heavy funds outpaced larger endowments with higher private market allocations during a boom year for artificial intelligence and tech stocks, per NEPC.