The final report provides the most comprehensive analysis of endowment investment returns, asset allocations, and governance policies and practices at 809 U.S. higher education institutions and affiliated foundations. The report provides extensive data to help institutions evaluate their investment returns and compare results by endowment size and…

The final 2016 report provides the most comprehensive analysis of endowment investment returns, asset allocations, and governance policies and practices at 805 U.S. higher education institutions and affiliated foundations. The report provides extensive data to help institutions evaluate their investment returns and compare results by endowment…

The National Association of College and University Business Officers' (NACUBO's) "Guide to Unitizing Investment Pools" addresses the principles and concepts for administering a consolidated investment pool. Unitization is the mechanism by which investment funds are pooled to maximize investment efficiencies and provide information for donors,…

This table ranks 503 colleges and universities in order of the value of their endowments. The table includes data on endowment market values as of June 30, 1998 and June 30, 1999, and the percentage one-year change. (DB)

Analyzes data from the 1999 National Association of College and University Business Officers Endowment Study of 503 institutions. Finds that 80 percent of endowment wealth was held by 129 institutions; that the average institution withdrew 5.4 percent from its endowment; and that 86.5 percent of assets were invested in marketable securities. Lists…

Findings of the 1985 National Association of College and University Business Officers' Comparative Performance Study and Endowment Questionnaire, with 277 participating institutions, are charted and discussed. (MSE)

Trends in the market value of college and university endowments, reflecting changes in market value, interest, and dividends, are summarized and listed for 100 institutions. Overall 1-,3-, 5-, and 10-year gains in equities, bonds, and total funds are tabulated. (MSE)

The 1996 National Association of College and University Business Officers (NACUBO) study of 472 colleges' endowment fund performance found an equal-weighted mean return of 17.2%, with private institutions faring slightly better than public institutions. Data are presented on investment pool asset allocations, investment pool nominal returns,…

This report details results of a 1991 survey of 396 colleges and universities concerning aggregate investment base ($64.5 billion), spending rates, purchasing power, asset allocation, and performance measures. A table lists the institutions, their endowment assets, and their life income fund assets. (DB)

This table presents the market value of 395 college and university endowments on both June 30, 1990, and June 30, 1991. Institutions are ranked by their 1991 values. Institutions with the highest endowments are Harvard University, the University of Texas system, Princeton University, Yale University, and Stanford University. (DB)

This report presents the results of a 1994 study of the performance and management of college and university endowments, based on data collected from 447 member institutions of the National Association of College and University Business Officers (NACUBO). Part I offers highlights of the study results. Part II presents statistical data and other…

The 1990 Endowment Study of America's colleges and universities of which this is the executive summary covered a broad variety of endowment issues of concern to trustees and administrators. The survey was mailed to 450 institutions and 369 institutions (82%) responded. Results of the study showed that 367 institutions had endowment assets totaling…

The 1990 Endowment Study of America's colleges and universities covered a broad variety of endowment issues of concern to trustees and administrators. The survey was mailed to 450 institutions and 369 institutions (82%) responded. Results of the study showed that 367 institutions had endowment assets totaling $60.1 billion. For fiscal year 1990,…

Results of a national survey suggest a downturn in college investment returns is accompanied by reduced spending and concern that institutions will use endowment income rather than increase tuition. Endowments of 367 institutions are ranked and market values on June 30, 1989 and June 30, 1990 are listed. (MSE)

A weak stock market has resulted in lowered returns on college endowment investments. Many institutions had funds tied up in American stocks and bonds, which performed poorly. Although most institutions say their endowed programs or scholarships are not adversely affected, some programs are being reduced or eliminated as a result. (MSE)