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A Primer on Alternative Investments: Free Lunches, Magic, and the Four Ps.
Yoder, Jay A. – Business Officer, 1998
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…
Descriptors: College Administration, Educational Finance, Higher Education, Investment
Indexed Investment Management: A Viable Alternative to Active Management.
Hammond, Dennis R. – Business Officer, 1992
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.…
Descriptors: Administrator Role, College Administration, Cost Effectiveness, Endowment Funds
Endowments: Investing in Education's Future.
Taylor, Ronald A. – Black Issues in Higher Education, 1996
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)
Descriptors: Black Colleges, College Administration, Endowment Funds, Financial Policy
Growing the Endowment in a High-Risk Environment.
Peer reviewed Peer reviewed
Tharp, Charles – Planning for Higher Education, 1997
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…
Descriptors: Administrative Policy, Case Studies, College Administration, College Planning
Avoiding the Hot Seat with Endowed Chairs.
Netherton, Robin – Currents, 1995
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.…
Descriptors: Administrative Policy, College Administration, Donors, Endowment Funds
Investing Planned Gifts: Proper Management Yields Big Dividends.
Yoder, Jay A. – Business Officer, 1996
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…
Descriptors: College Administration, Consultants, Donors, Economic Change
Integrating Endowment and Budget Planning. AGB Occasional Paper No. 24.
Curzan, Myron P.; Katz, Louis H. – Association of Governing Boards of Universities and Colleges, 1994
This monograph presents recommendations for college and university trustees regarding endowment spending policies. The recommendations include how to set investment goals, assess the reasonableness of investments, and judge when to use endowment funds for high priority needs. A systematic method for determining how much to spend annually from…
Descriptors: Budgeting, College Administration, Educational Finance, Endowment Funds