Regulation
The Private Universities Affected by Proposed Tiered Endowment Tax
At least 41 colleges and universities would be subject to an expanded federal endowment tax, with several subjected to new, higher rates.
Tag: higher education
Asset Allocation
Proposed Endowment Tax Hikes Would Further Complicate University Investment Strategies
House members have proposed boosting the 1.4% endowment tax rate as high as 21%—matching the corporate tax rate.
Alternatives
Why Endowments Are Not a Quick Fix for Universities Facing Funding Cuts
Restrictions on use and the funds’ earmarked status limit how much universities can rely on endowments to address funding shortfalls.
Regulation
Connecticut Democrats Try Private Endowment Tax Again
This time around, they may have help from congressional Republicans.
Regulation
Proposed Legislation Aims to Improve Diversity in College Endowment Asset Management
The bill would require colleges and universities to disclose the share of their endowments invested by minority- and women-owned asset management firms.
Risk
University Endowments Gain 5.3% in 2019
However, the average 10-year return beat long-term objectives for the first time in a decade.