Asset Allocation
In ‘Turbulent Year,’ University Endowments Report Average 10.9% Return
Institutions withdrew more than $33 billion to support spending, according to the 2025 NACUBO-Commonfund study of endowments.
Tag: National Association of College and University Business Officers
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 Michigan Endowment Returns 8.93% in Fiscal 2024
The university’s investment portfolio grew by $1.3 billion during the year, reaching $19.2 billion.
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.
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.