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Commonfund Institute

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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Viewpoint: Actions Speak Louder than Data

Posted by Commonfund Institute on Sep 6, 2019

Topic: Industry Knowledge

In this Council on Foundations-Commonfund Study of Foundations viewpoint, it's about analyzing and interpreting the data we've collected. What do they tell us? What trends are emerging? How are private and community foundations alike and how do they differ? We have identified five areas where there are gaps between what the data say foundations are doing and what they may want to do based on generally accepted principles of endowment management.

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Higher Education Price Index (HEPI) Estimate for August 2019

Posted by Commonfund Institute on Sep 4, 2019

Topic: Industry Knowledge

Now available for download: The August 2019 estimate for the Commonfund Higher Education Price Index (HEPI) indicates inflation for U.S. colleges and universities is forecasted to rise 2.6 percent in fiscal year 2019, based on data available year-to-date through August 21, 2019. 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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2018 Study of Foundations Key Highlights [Infographic]

Posted by Commonfund Institute on Aug 22, 2019

Topic: Industry Knowledge

For the year ended December 31, 2018, participating private foundations reported an average return of -5.3 percent while participating community foundations reported an average return of -3.5 percent for the same period. In this infographic, we report the key highlights from the 2018 Council on Foundations-Commonfund Study of Foundations. This annual report studies, on average, over 230 private and community foundations that represent over $80 billion in assets.

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