There is good reason for college fund raisers and business officers to collaborate on common financial interests. Communication is a key element of such cooperation. Other needs include agreement on accounting and reporting of institutional finances, agreement on stewardship of gifts (particularly with restrictions or endowments), and common…

Fiscal 1992 endowment investment income of major colleges and universities was four times the inflation rate for the same period and nearly twice the return of the previous year. Institutions made few changes in the way they invested their funds. Market values of 419 institutions' endowments in 1991 and 1992 are charted. (MSE)

Discusses the Stock Market Game in which teams of students buy and sell stocks. Reviews information on the costs and benefits of the game and its uses. Examines game strategies through the economics of capital markets. Concludes that substantial costs in class time may be outweighed by benefits in some classroom situations. (DK)

An informal survey of some New England colleges indicates that, in response to problems in the region's banking industry, school financial officers are monitoring their banks' credit ratings and managing investments more carefully. Consultants and investment advisors are also reporting increased anxiety among college officers and trustees around…

The article recommends that colleges and universities have a clear and detailed endowment policy that will meet donors' demands for accountability. The disclosure document needs to address investment policy and use of gifts and be communicated to trustees and staff. A collaborative relationship between fund-raising and financial operations is…

Nine recommendations are offered for making the Teachers' Insurance Annuity Association (TIAA) and College Retirement Equities Fund (CREF) more attractive and competitive retirement investment vehicles for college faculty. They include broadening of account choice, fund transfer and management options, and counseling services. (MSE)

Discriminant analysis of data from Georgia counties was performed on eight variables (continuing education enrollment, vocational education enrollment, high school dropout, county employees, per capita income, per pupil costs, median years of education, criterion-referenced test scores). Results supported Schultz' argument for the impact of human…

Vocational-technical education can play a substantial role in work force preparation if (1) unfounded assumptions are avoided; (2) supply/demand information is improved; and (3) equity effects of different policy options are examined. More educated trainees often benefit more from training than less educated ones. (SK)

A national ranking of 508 colleges and universities, based on the size of their endowment funds and life-income-fund assets, is presented. Over 80% of endowment wealth is held by 124 institutions; 31 institutions have over $1 billion in endowment assets. Returns averaged 18% in the last fiscal year; there was little change in investment patterns.…

Presents issues concerning return on investment (ROI) and its use in education and training. Discussion includes building a feasible ROI process; criteria for an effective ROI process; a practical model for ROI, which includes preliminary evaluation, data collection, isolating program effects, converting data to monetary values, tabulating program…

Highlights of this article include revisiting competency expectations for IT practitioners; revisiting technology-selection criteria; using ROI to support interactive technology selection decisions; technology-oriented inputs to ROI determinations; and business cases of ROI in action. (AEF)

Results of the National Association of College and University Business Officers' annual study of endowment funds and investment performance are summarized. Analysis focuses on size of investment holdings, expenditures, institutional investment patterns, and trends. Data are presented on investment pool asset allocation patterns and rank 495…

A nursing school's faculty investment model, which included strategic planning, benchmarking, continuous quality improvement, and management by objectives, was developed through goal determination, market understanding, and resource allocation. It achieved 10% labor savings, 3% revenue enhancement, and a human capital pool equal to 12% full-time…

Argues that to manage a tribe's investment portfolio well requires knowledge of the tribe's needs as well as of the money management industry and its concepts and language. Discusses opportunities for the investment of tribal funds, examining mutual funds, the use of investment advisors and consultants, diversification, and levels of risk. (MAB)

Presents a study of the period of crisis in modern Cuba dating back to 1991. An overview of the Cuban character is given in order to promote understanding of the environment that has permitted the present socialist government to remain in power since 1959. It is concluded that Cuba requires massive foreign investment in every sector for its…