This paper estimates for a given year (1959) both rates of return and present values to taking additional schooling in Puerto Rico, and relates these rates and present values to the increase in schooling per male worker in broad occupational categories over the 20 years, 1940-1960. (Author/RY)

Whether a university has a "balanced budget" is influenced by board decisions on investment, endowment utilization, and allocation of unrestricted gifts. One can only hope to protect endowment against inflation under economic conditions that make it possible to achieve a total return rate significantly higher than the rate of inflation.…

Legal issues raised by the movement to divestiture of university investments in South African concerns are addressed. Outlined are the standards of care for trustees in the management of university funds, with implications for the economic health of the institution. (Journal availability: Fred B. Rothman & Co., 10368 W. Centennial Rd.,…

Results of research to estimate net investment in education in the United Kingdom from 1951 to 1971 are reported. Statistical tables include total expenditure, maintenance, and net investment; net investment in education in relation to other investments and total output; and average costs per pupil at 1960/61 prices. (KC)

A study of the economic impact of the community college system of the Commonwealth of Virginia showed that the community colleges returned as much or more to the state in economic benefits than they drew from the state budget. It appears that pay-off on investment in education can be measured in the short run. (JDS)

If a non-profit institution wants to prepare for the future, there are certain things to examine that involve both facts and attitudes, real patterns in the world along with social patterns. The points discussed cover psychological behavior and economic facts. (LBH)

Utilizing the American Council on Education model for determining the economic impact of colleges on local economies, it was found that Cypress College significantly affected the local economy of its district in a positive direction. The model is recommended for evaluating benefits derived from tax payments to support community college districts.…

To meet demand for increased funding, in a period of probable declining investment returns, colleges and universities must fine-tune their asset suballocations to enhance returns. While the institution should adhere to major asset allocation classes, there can be much flexibility, and enhanced return, in shifting suballocations within the major…

In about five years, postsecondary proprietary education has grown from a sleepy sector, best known for trade schools, to a $3.5-billion-a-year business increasingly dominated by companies building regional and national franchises. Shares of a dozen higher-education companies are traded on major stock exchanges. However, some are considered…

The National Association of College and University Business Officers' annual survey of 1996 college endowment performance found the rate of return up 15.5% from the previous year, the best since 1986. The average institution had 51.6% of endowment in domestic stocks, 25.5% in domestic fixed-income investments, 9.5% in foreign stock, 5.4% in cash…

Increasingly, colleges and universities are finding that investment in foreign stocks helps protect against downturns in the domestic market and provides benefit from growth in foreign ones. However, political and economic turmoil in foreign countries and criticism of foreign labor standards are concerns. The wealthiest American institutions have…

Discusses why it is essential to look at costs related to science, technology, engineering, and mathematics (STEM) faculty not simply as a critical expense, but as part of an intentional investment strategy meant to produce an important and significant value-added benefit. Offers advice on planning, financing, and assessing this investment. (EV)

A national survey of colleges and universities found that investment returns on endowment funds continued to be healthy and were slightly higher than the previous year. Market value of endowment assets and life income fund assets for 435 institutions in 1993 are detailed in tables, with some narrative analysis. (MSE)

Bull markets and increased giving boosted the total value of major college endowments more than $8-billion in fiscal 1993. In addition, despite financial pressures, colleges are enforcing budgetary discipline and restraining spending from their endowment income. A table details the market value of 437 major institutional endowments for June 30,…

A national survey shows that, although colleges and universities averaged a return of 2.9% on endowment investments in fiscal 1994, some earned substantially more and some suffered considerable losses. Data on the market value of 446 endowments on June 30, 1993, and June 30, 1994, are presented and ranked. (MSE)