Commonfund (www.commonfund.org) and the National Association of College and University Business Officers (NACUBO) announce the final 2011 NACUBO-Commonfund Study of Endowments (NCSE), the most comprehensive annual study of U.S. higher education endowment market values, performance, returns, asset allocation, etc. It includes results of individual schools nationwide and New York area schools.
The third annual NACUBO-Commonfund Study of Endowments (NCSE) for FY2011 (July 1, 2010 to June 30, 2011) is the result of a landmark research partnership between NACUBO and Commonfund. Previously, the two organizations conducted separate studies of educational endowments’ investment performance. The previous Commonfund Benchmarks Study of Educational Endowments® and NACUBO Endowment Study were merged to create the first NACUBO-Commonfund Study of Endowments (NCSE) on higher education endowment investment performance, asset allocation and related finance and governance issues. NCSE is the most comprehensive annual survey on higher education endowment and financial management and governance.
Participating institutions in 2010 NCSE represented over $346 billion in combined endowment assets.
Topics will include:
Higher education endowment returns in FY2011 Endowment Leaders in the top decile and top quartile Returns for large vs. small endowments Asset returns including domestic equities, fixed income, international equities, short-term securities/cash Asset allocations Alternative strategies and their returns:
including private equity, hedge funds, venture capital, private equity real estate, energy and natural resources, commodities and managed futures, distressed debt Spending rates Gifts and donations Debt Endowment management/governance Socially responsible investing
Please visit this link to review the 2010 NCSE Study of Endowments release and additional data
tables:
http://www.nacubo.org/Research/NACUBO_Endowment_Study/Public_NCSE_Tables_.html
Further information on higher education endowments is available at:
www.commonfund.org, www.nacubo.org
About NACUBO
NACUBO is a membership organization representing more than 2,500 colleges, universities and higher education service providers across the country and around the world.NACUBO specifically represents chief business and financial officers through advocacy efforts, community service and professional development activities. The association’s mission is to advance the economic viability and business practices of higher education institutions in fulfillment of their academic missions. For additional information, please visit www.nacubo.org.
About Commonfund Institute
Commonfund Institute houses the education and research activities of Commonfund and provides the entire community of long-term investors with investment information and professional development programs. Commonfund Institute is dedicated to the advancement of investment knowledge and the promotion of best practices in financial management. In addition to teaming with NACUBO to produce the NCSE, Commonfund Institute provides a wide variety of resources, including conferences, seminars and roundtables on topics such as endowments and treasury management; proprietary and third-party research and publications, including the Higher Education Price Index (HEPI); and events such as the annual Commonfund Forum and Commonfund Endowment Institute.
About Commonfund
Founded in 1971, Commonfund is an institutional investment firm serving nonprofit institutions, pension funds and other leading institutional investors offering a broad range of investment solutions in traditional and alternative strategies. Directly or through its subsidiariesCommonfund Capital and Commonfund Asset Management Company Commonfund manages over
$24 billion for over 1,500 clients. Commonfund, together with its subsidiary companion organizations, offers more than 30 different investment programs. All securities are distributed through Commonfund Securities, Inc., a member of FINRA.For additional information about Commonfund, please visit <http://www.commonfund.org/>www.commonfund.org.