Endowments and Foundations

Endowments and Foundations - Articles & White Papers

Institutional research and articles covering investing at university endowments, foundations, non-profits and charities. These papers will be of particular interest to university endowment CIOs and other senior endowment investment management staff. A number of white papers examine endowment asset allocation - examining the so-called "endowment model" pioneered by the Harvard and Yale university endowments, represented by a well-diversified portfolio with a relatively high asset allocation to alternative investments. Other popular papers examine trends in university endowment investing and other drivers of endowment asset allocation....

Other topics of inveterest to endowment CIOs include university endowment investment performance and the potential for endowment investments to impact the world positively, investing according to an ESG or SRI philosophy. A key challenge for university endowments, foundations and charities is to withdraw cash in a sustainable manner, and a number of reports look at sustainable "withdrawal rates". A number of broader investment concepts are considered from an endowment/foundation perspective, such as the outsourced chief investment officer (O CIO) model, risk management and active equity investment. Further research articles and surveys in this section cover issues related to endowment investment performance, investment risk tolerance, and strategies for nonprofit institutional investors. This endowment investing topics tends to be followed not just by university endowment CIOs and senior investment staff, but also by those who are seeking to market investment products to endowment funds.

Read more