Using "inner game" coaching techniques in the remediation of a challenged programme at a Global Investment Bank the environment was transformed into a delivery focused culture. The techniques included group sessions that would be familiar to anyone aware of action learning and were an integral part of the strategy to ensure sustainable…

Tuition prepayment is not a panacea for rising college costs. States are treating symptoms and not causes through such programs. Rather than adopting prepayment plans wholesale, state governments need to determine whether the risk to the state and institutions is justifiable by thoroughly analyzing the program's viability. (MSE)

A discussion of alternative investments for colleges and universities looks at the kinds of investments that comprise this group, rationales for making such investments, the advantages of diversification, risk issues, and ways to reduce risk, including careful selection of managers. Several strategies for getting started in alternative investments…

Flexible endowments are a form of planned giving agreement letting highly motivated donors give endowment-level funding to colleges and universities before they are able to make an outright gift. The donor commits to giving the institution the amount of money an endowment would have generated each year until the endowment principle is fully…

Active asset management has not been consistent or cost-effective for college and university endowment funds. Indexing offers higher returns than median active management, provides more investment stability, is available to small institutional endowments across a broad spectrum of investment asset classes, and at lower cost than active management.…

National Collegiate Athletic Association revenues and expenditures for 1991-92 and 1992-93 are tabulated. Income categories include television, government grants, royalties, investments, publishing, foundations, dues, and other categories, and expenditures include distributions to members, scholarships, event management, and other program and…

The pension-issues committee of the Higher Education Secretariat has issued a report backing an earlier proposal to permit college employees to withdraw more of their accumulated funds at the time of retirement as a one-time funds-transfer benefit, but dropping a call for potential withdrawal at any point during a career. (MSE)

A discussion of college endowment fund management looks at a trend toward successful investments in the last year and focuses on the increasing financial sophistication of historically black institutions. Trends include less conservative investing, more trustee involvement in investment decision making, and use of investment counselors. (MSE)

To increase the value of its endowment, a college or university must manage three separate but interdependent factors: endowment spending rate; investment policy; and fund-raising. Using lessons learned by other institutions, Oberlin College (Ohio) developed strategies for spending and investment that balance the institution's need for income, the…

An endowed chair that is not carefully conceived and fully funded can create problems for institutions of higher education. A well-thought-out policy should guide staff, faculty, and donors concerning level of positions available, minimum donations for each, and titles. Minimum funding figures should be based on predicted endowment income.…

The Teachers Insurance and Annuities Association's (TIAA) College Retirement and Equity Fund is criticized for its low returns and its chief executive officer's recent salary raise. It is said to be in need of additional regulation and policyholder involvement. A TIAA vice president responds that the analysis given is inaccurate and misleading.…

A survey of institutions' policies regarding supplementary annuity programs revealed information about program administration, eligibility, investment instruments, companies, admission patterns and policies, marketing controls, employee counseling, and information dissemination. (MSE)

Content analysis of the "Chronicle of Higher Education" from 1984-89 found that policy decisions of colleges and universities concerning foreign countries are being made reactively within four policy arenas: research, foreign students, investments, and academic programs abroad. It is concluded that a comprehensive foreign policy should…

Discussion of investment of planned gifts to colleges and universities identifies three common administrative problems (inappropriate investment strategies, tracking of performance, no performance comparisons), three factors focusing greater attention on planned gifts (fiduciary responsibilities, rapid growth in planned giving, donor…