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Commonfund Institute

Five Key Points of the Investment Policy Statement

Posted by Commonfund Institute on Apr 29, 2020

Topic: Governance and Policy | Industry Knowledge

The central document guiding the management of a nonprofit institution’s endowment is the investment policy statement (IPS). The IPS should be specific, embodying in concrete terms the best thinking of the board of trustees about the investment pool, its goals and its purposes; but it also needs to be sufficiently flexible to guide the board through environments...

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Higher Education Price Index (HEPI) Estimate for March 2020

Posted by Commonfund Institute on Mar 31, 2020

Topic: Industry Knowledge

Now available for download: The March 2020 estimate for the Commonfund Higher Education Price Index (HEPI) indicates inflation for U.S. colleges and universities is forecasted to fall to 1.4 percent in fiscal year 2020, based on data available year-to-date through March 23, 2020. The HEPI estimate is calculated with available year-to-date data points coupled with a forecast of remaining numbers based on historical data.

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Viewpoint | Responsible Investing: Evolution, Not Resolution

Posted by Commonfund Institute on Mar 6, 2020

Topic: Industry Knowledge | Responsible Investing

In recent years, responsible investing has received mounting levels of attention from all quarters of the investment management field, from institutional investors large and small to global asset managers to reporting and analytical service providers, not to mention organizations whose mission it is to promulgate responsible investing. Many of their comments and study results have found their way into the media, keeping the industry’s attention riveted on the subject and raising visibility among the investing public.

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2019 Study of Independent Schools Key Highlights [Infographic]

Posted by Commonfund Institute on Feb 19, 2020

Topic: Industry Knowledge

For the fiscal year ended June 30, 2019, independent schools reported a 5.7 percent return in endowment assets. In this infographic, we report the key highlights from the 2019 Commonfund Benchmarks Study of Independent Schools. This annual report studies, on average, over 200 U.S independent boarding and day schools.

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2019 Commonfund Benchmarks Study® of Independent Schools (CSIS) Released

Posted by Commonfund Institute on Feb 19, 2020

Topic: Industry Knowledge

Independent schools report 5.7% return on endowment assets for FY2019. Investment results are lower than previous 2 years but at mid-point of 5-year...

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2019 HEPI Report Released

Posted by Commonfund Institute on Dec 23, 2019

Topic: Industry Knowledge

Data from the annual Commonfund Higher Education Price Index (HEPI) show that inflation for U.S. colleges and universities rose 2.5 percent in fiscal year 2019, a decline from last fiscal year’s 2.9 percent rate and in line with the five-year average of 2.4 percent.

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Higher Education Price Index (HEPI) Released for 2019

Posted by Commonfund Institute on Dec 20, 2019

Topic: Industry Knowledge

The annual Commonfund Higher Education Price Index (HEPI) report was released for 2019 showing that inflation for U.S. colleges and universities rose 2.5 percent in fiscal year 2019, a decline from last fiscal year’s 2.9[1] percent rate and in line with the five-year average of 2.4 percent. 

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Purpose: What is an Endowment?

Posted by Commonfund Institute on Nov 27, 2019

Topic: Governance and Policy | Industry Knowledge

What is an endowment? A critically important asset for many nonprofit organizations is their endowment, sometimes referred to by a different name such as long-term investment fund. So important is this pool of financial assets that for many institutions it is the difference between fulfilling their missions and being forced to lower their aspirations or even ceasing to operate.

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Principles of Investment Stewardship for Nonprofit Organizations

Posted by Commonfund Institute on Nov 22, 2019

Topic: Governance and Policy | Industry Knowledge

Are you a fiduciary who oversees a long-term investment fund? If so, then your role differs fundamentally from those of other investment fiduciaries. With that in mind, we have published this brochure to examine the key issues and essential principles that you should consider in your decision making process. In it, we examine the 6 Ps of investment stewardship: purpose, policy, portfolio, process, people and perspective. Download your copy today to review these principles and how they relate to your non-profit institution, whether it be educational, a religious or charitable endowment, foundation, hospital asset pool or pension fund.

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Participate in the Independent School Survey

Posted by Commonfund Institute on Oct 31, 2019

Topic: Governance and Policy

A key resource for Independent School business officers and fiduciaries, it generates insight on investment and governance practices. Participants receive a free copy.

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