OUR THOUGHTS ON:

The 2014 NACUBO-Commonfund Study of Endowments Available by March 2015

Higher Education|Not-for-Profit

By Staci Brogan

The 2014 NACUBO-Commonfund Study of Endowments will be available for purchase by March 2015 at www.nacubo.org.  2014 results are based on 832 U.S. college and university endowments and affiliated foundations, representing $516 billion in endowment assets. Some highlights from this year’s study include:

  • Endowments returned an average of 15.5% (net of fees) for the 2014 fiscal year, compared to 11.7% for the 2013 fiscal year.
  • 74% of respondents increased spending from endowments in fiscal year 2014.
  • On average, annual endowment funds accounted for 9.2% of institutions’ total operating budgets, compared to 8.8% in 2013.
  • Asset allocation among participating endowments was relatively unchanged.

The study presents data in six categories, according to size of endowment.  In addition, the study presents asset returns by asset class, asset allocation strategies, spending policies, risk management considerations, analysis of the investment management function employed by the participating institutions, and investment policy considerations according to environmental/social/governance investing criteria. 

NACUBO is hosting a webcast on Thursday, February 19, 2015 to present the results of the 2014 Study. 

For additional information, please visit the NACUBO website to see the official press release of the 2014 NACUBO-Commonfund Study of Endowments.

You’ve heard our thoughts… We’d like to hear yours

The Schneider Downs Our Thoughts On blog exists to create a dialogue on issues that are important to organizations and individuals. While we enjoy sharing our ideas and insights, we’re especially interested in what you may have to say. If you have a question or a comment about this article – or any article from the Our Thoughts On blog – we hope you’ll share it with us. After all, a dialogue is an exchange of ideas, and we’d like to hear from you. Email us at contactSD@schneiderdowns.com.

Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax, or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

© 2018 Schneider Downs. All rights-reserved. All content on this site is property of Schneider Downs unless otherwise noted and should not be used without written permission.

comments