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: Yale University
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.
Regulation
Connecticut Democrats Try Private Endowment Tax Again
This time around, they may have help from congressional Republicans.
Asset Allocation
Yale Endowment Achieves 5.6% Return in 2024 Fiscal Year
Assets managed by the university’s office of investments rose to $41.4 billion.
Manager Selection
Yale Endowment Launches Incubator Program for New Asset Managers
Applications for the Prospect Fellowship, which aims to help candidates launch new firms, are due October 14.
Regulation
Connecticut Bill Would Allow Cities to Tax Private College Endowments
Yale’s $41.4 billion endowment could be targeted by the city of New Haven if the proposed legislation passes.
Asset Allocation
Yale Endowment Gains 0.8%, Duke, Cornell Post Small Losses in 2022
Yale CIO sees ‘challenging times ahead’ due to rising interest rates, inflation, and geopolitics.
Asset Allocation
Yale to Investigate Chinese Investments Over Human Rights Concerns
A university committee will determine if any companies are ineligible for investment from its $42.3 billion endowment.
Asset Management Culture
Yale’s Swensen to Asset Managers: Hire More Women and Minorities
The decision to track investment firms’ progress would have a ‘seismic’ shift in the industry.
Asset Allocation
Yale Endowment Returns 6.8%, Duke’s Shrinks by $100 Million
The Ivy school again produces strong returns, as the North Carolina university’s long-term pool gains only 0.7%.
Asset Management Culture
At Ivy League Endowments, Performance Dragged Down by Managers’ Picks
Private equity had a good year, but individual selections of stocks and other assets hobbled overall showing, report says.
Newsmakers
Yale, Stanford, Brown Endowments Return 5.7%, 6.5% 12.4%
Brown outperforms bigger endowments to reach record asset value.