Asset Allocation
Public Equities Drove University Endowment Returns in 2023
Alternative-heavy portfolios floundered last year, according to data tracked by NEPC.
Tag: Endowments
Asset Allocation
Academic Endowments Post Sluggish Returns for Fiscal 2023
Yale, Stanford, Bowdoin and Duke's funds trail previous showings amid a rough year.
Asset Allocation
MPI: Venture Capital, Technology Investments Will Define 2023 University Endowment Returns
As data are released about endowment returns in fiscal 2023, funds in the Ivy League and at Stanford are expected to have underperformed the markets, according to Markov Processes International.
Research
Private Equity, Venture Capital Outpace Public Equities in 2022 Higher Education Endowments
Despite negative investment performance and a drop in asset values in 2022, endowments provided $25.85 billion in financial support in fiscal 2022, a NACUBO-TIAA study found.
Manager Selection
Heinz Endowments Name New President
The Heinz family announced the appointment of Chris DeCardy after a 10-month search to fill the role.
Newsmakers
NBA Approves Institutional Investors’ Passive Ownership Stakes in Teams
Investors including pension funds, sovereign wealth funds and endowments can own passive stakes in NBA franchises, following a 2020 decision to welcome private equity firms.
Dauntless Allocators Stick With Calamitous Cryptocurrency
Institutions keep their toeholds in bitcoin and others amid epic market slide.
Asset Allocation
MIT Investment Arm Reflects on Allocation Strategy
Fifteen years on, MITIMCo’s unique investment model highlights changes underway in endowment investing.
Manager Selection
What Will Differentiate the Best Alternatives Investors in the Next 10 Years?
We ask Anton Pil, global head of alternatives for JPMorgan Chase & Co.
Alternatives
How Endowments and Foundations Can Energize Flagging Returns
A better assessment of risk and active management can turn things around, says a report from NACUBO and Nuveen.
Tactical Shifts: How Institutional Investors Are Adjusting Asset Mixes Now
Private credit, real estate, emerging markets. Here are the ways CIOs at HOOPP, the James Irvine Foundation, and two others are solving the allocation puzzle.
Asset Allocation
Endowments Should Abandon Alts for Passive Investments, Report Says
Research shows that alternatives have become ‘serious drag’ on institutional fund performance.
CIOs Discuss Overcoming Sector-Based Challenges with Management, Boards
From corporations to endowments, CIOs deal with idiosyncratic matters, depending on the sector.
Endowments and Foundations Sticking It Out with China
Despite volatility, long-term institutional investors see no reason to change strategy, NEPC study says.
Asset Allocation
Cornell, Penn State Endowments Return 5.3%, 7.7% for Fiscal 2019
Cornell endowment hits record $7.3 billion, Penn State tops $3.1 billion.