Asset Allocation
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.
Tag: Endowments
Asset Allocation
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
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
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
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
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
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
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
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
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
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
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.
Asset Allocation
University of Chicago Endowment Returns 8.4% in Fiscal 2024
The gain raised the portfolio’s asset value to $10.4 billion, still trailing its $11 billion high from 2021.
Newsmakers
Sargent McGowan Named CIO for Endowments and Foundations at Brown Advisory
McGowan was previously managing director and acting CIO of UVIMCO.
Asset Allocation
Wellesley Endowment Returns 7.8% in Fiscal 2024
Assets of the Massachusetts women’s college rose to nearly $3 billion at the end of June.