This report investigates the multifaceted value of postsecondary education for Black, Latinx, and Indigenous students, particularly those involved in federally funded TRIO programs. Amid growing concerns over student debt and the perceived worth of higher education, this study provides a comprehensive analysis of both the economic and non-economic…

An often-volatile economy, changing demographics, and technological innovations in educational delivery are among the dramatic changes across higher education that have forced boards and institutions to question the viability of the existing business model. Flat or declining state support in real terms, lower investment returns in some years,…

In the late summer of 2008, after the 2007-2008 fiscal year's books had closed, the nation's wealthiest universities were confronted with an unfamiliar sight: single-digit endowment returns. Not since 2003 had Harvard University (Cambridge, Massachusetts), Princeton University (Princeton, New Jersey), or Stanford University (Stanford, California)…

This guide outlines strategies for financing asset-building initiatives and provides information on 71 federal funding sources that can be used to support a range of activities and services. It includes well-known sources of funding for asset building, for example, the Assets for Independence Demonstration Program and the Family Self-Sufficiency…

This report, part of the "Challenge to Lead" education goals series, examines the impact of an undereducated work force and calls for making adult learning programs a priority across the SREB (Southern Regional Education Board) region especially during the current recession. "A Smart Move" tracks declining enrollment in adult…

Inverness Research is an independent national educational research group based in California. Its mission is to help projects assess the quality and efficacy of their efforts, and to help funders better understand the design of their initiatives and the value of their investments. Inverness Research has served by contract with CSTP (Center for…

All private colleges and universities make strategic capital investments and consider the use of debt to fund those investments. From the commonplace purchase of photocopiers to the construction of new academic buildings or dormitories, investment decisions that yield long-term financial benefits must follow on the heels of careful analysis. To…

Public investors can lower commissions through investment autonomy, that is, implementing the investment decision process without outside input. Details some techniques for fine-tuning the investment process. (MLF)

Alternative investments (those that exhibit risk and return properties not easily attainable from traditional asset classes) constitute an investment option that no modern college or university investment strategist can ignore. Colleges and universities with larger allocations to alternatives outperformed institutions with smaller allocations in…

As districts struggle to meet the demands of standards-based reform and requirements for "highly qualified" teachers in the face of increasing fiscal constraints, professional development has the potential to be a significant part of a district's improvement strategy. To use dollars effectively, districts need to think about how to best integrate…

The American Council on Education's 2-year process of investigation, study, and selection that resulted in the council's movement from TIAA/CREF as its only available retirement plan, to a total of 15 retirement options offered by two insured annuity companies and two mutual fund companies is described. (MLW)

This "good practice" guide is aimed at anyone in higher education in England who is involved in making decisions on investments. It focuses on the principles to be followed, rather than the techniques of appraisal. The guide outlines the steps for developing an outline business case and then refining it into a full business case for the…

The president of Rio Salado Community College (Arizona) reports both quantitative and qualitative evidence that that institution's investment in Total Quality Management has yielded a variety of benefits including reduced printing costs, increased job satisfaction, and an altered campus culture. (DB)

The difference between cost and market value of endowment investments is significant for many colleges and universities. These investments should always be reported at market value to provide relevant, comparable, consistent, and understandable financial information. Nonmanagement users of institutional financial statements prefer market rather…

Colleges and universities with mounting deficits may be tempted to sell surplus land for profit, but this is never a smart long-term choice. Through joint ventures and innovative financing, institutions can transform such holdings into development projects. In the current economy, there may be increased interest in such sites. (MSE)