Alternatives
How Endowments and Foundations Can Energize Flagging Returns
A better assessment of risk and active management can turn things around, says a report from NACUBO and Nuveen.
Tag: NACUBO
Asset Management Culture
Why Smith College Is Moving Its Endowment In-House
The $2 billion fund, now in the market for its first CIO, decided it’s big enough to shift asset management internally.
Regulation
IRS, Treasury Soften Blow of Endowment Tax
NACUBO welcomes rule changes but still opposes tax, which it says diminishes resources for students.
Regulation
White House Regulatory Office Reviews Endowment Tax
Universities have called for the removal of the 1.4% excise tax, which they say hurts financial aid.
Asset Allocation
Study: Endowments Have Underperformed Passive Portfolios for 58 Years
New research finds a 60/40 passive benchmark has outperformed the average endowment over nearly six decades.
Coronavirus - COVID-19
Endowments Weather Pandemic Better Than in Great Recession
Larger endowments outperform smaller ones due to less US equity exposure.
Manager Selection
Legislators Urge Endowments to Boost Asset Manager Diversity
NACUBO says Congress members are preaching to the choir.
US Educational Endowments Return 8.2% in 2018
But long-term returns fall well below target rates for endowments of all sizes.
NACUBO Taps TIAA for Annual Endowment Study
Previous sponsor to provide complementary research.
NACUBO: Endowments Returned 12.2%
But 10-year average annual dips to 4.6%.