This research explores responsible investment practices at Canadian and international universities. We analyze universities' "Statement of Investment Policy and Procedures" and "Responsible Investing Policies" to understand how responsible investing is included and how this varies by region. Our results show that most…

Public school districts across California struggle to upkeep and modernize their school facilities. For many districts, aging inventory, coupled with limited capital funding opportunities, has led to school facilities with ballooning deferred maintenance problems and classrooms that do not appropriately support modern instructional practices.…

An apprenticeship levy was introduced in England in 2017 to help the government meet its target of 3 million apprenticeships between 2015 and 2020. Training levies have been, until recently, something of an anathema in public policy circles in England with most having been abolished by the mid-1980s as the government moved towards creating a…

The 50-State Comparison on 529 Education Savings Plans provides a national comparison of state policies and activities related to state 529 education savings plans. It focuses on three main categories of state policies related to 529 plans: contributions, withdrawals, and eligible expenses. The information in this resource was gathered from state…

Student loan debt in the United States is $1.6 trillion and rising. The public debate concerning the human capital value vs. the social capital value of higher education has been shifting toward the former and away from the latter standpoint in recent years. I observe how the current system of Federal student loans is proving inadequate for a…

The 50-State Comparison on 529 Education Savings Plans provides a national comparison of state policies and activities related to state 529 education savings plans. It focuses on three main categories of state policies related to 529 plans: contributions, withdrawals, and eligible expenses. The information in this resource was gathered from state…

This Study analyzes policies, practices and attitudes with respect to responsible investing among 186 U.S. private and public/community foundations. These respondents comprised 52 private/independent foundations, 49 private/family foundations, eight public foundations and 77 community foundations, together representing a total of $39.7 billion in…

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…

Through case studies of five states with varying facilities policies, the study presented in "What about the Schools? Factors Contributing to Expanded State Investment in School Facilities" examines the factors contributing to expanded state investment in equitable public school facilities and how those factors can be leveraged to…

The Commonfund Study of Responsible Investing analyzes policies, practices and attitudes with respect to responsible investing among 200 U.S. colleges and universities, constituting 24.0 percent of the 832 institutions that participated in the 2014 National Association of College and University Business Officers (NACUBO)-Commonfund Study of…

An educational example is presented that is an effective teaching illustration to help students understand the difference between traditional CAPM beta and downside (or down-market) beta and why downside beta is a superior measure for use in personal financial planning investment policy statements.

Child poverty is a growing problem that adversely affects both future society and the poor children themselves. This paper's purpose is to investigate the intergenerational links between education and poverty. Israel serves as an interesting case study because it has exhibited an incremental trend in child poverty between 1980 and 2010 (from 5% to…

In the current and foreseeable harsh UK higher education environment, aspiring to best-practice financial management will be key to ensuring the prosperity--and indeed the survival--of any university. In this article I argue that good university financial management should provide stability to the institution, allow for investment as well as…

States are striving to support the expansion of technology tools and resources in K-12 education through state policies, programs, and funding in order to provide digital learning opportunities for all students. This paper highlights examples of states with policies in support of five key areas: (1) innovative funding streams and policy; (2)…