Commonfund Institute

2018 HEPI Report Released

Posted by Commonfund Institute on Dec 10, 2018

Topic: Industry Knowledge

Data from the annual Commonfund Higher Education Price Index (HEPI) show that inflation for U.S. colleges and universities rose 2.8 percent in fiscal year 2018, a decline from last fiscal year’s 3.3 percent rate but higher than...

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Commonfund Forum 2019

Posted by Commonfund Institute on Nov 28, 2018

Topic: Industry Knowledge

Provocative discussion and debate on investment and governance issues that will help one make better decisions - and make a difference for your institution.

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Viewpoint:
The Long of It

Posted by Commonfund Institute on Sep 17, 2018

Topic: Governance and Policy | Industry Knowledge

Endowments, like the organizations they support, are generally intended to operate in perpetuity. To accomplish this goal, those responsible for endowments—trustees or directors—make decisions based not on myopic thinking or daily machinations in the financial markets, but on the unique...

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7 Major Findings – Commonfund Benchmarks Study of Healthcare Organizations

Posted by Commonfund Institute on Sep 11, 2018

Topic: Industry Knowledge

Participants in the latest Commonfund Benchmarks Study® of Healthcare Organizations reported an average investable asset pool of $2.1 billion as of December 31, 2017, and median investable assets of $987.0 million as of the same date. The Study separates data from the 56 participants into three size cohorts: institutions with investable assets over $1 billion; those with investable assets between $501 million and $1 billion; and those with investable assets under $501 million. Following is a summary of the major findings in the report.

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2017 CSHO Study of Healthcare Organizations Released

Posted by Commonfund Institute on Sep 11, 2018

Topic: Industry Knowledge

The 56 nonprofit healthcare organizations participating in the 2016-2017 Commonfund Benchmarks Study® Healthcare Organizations Report reported a return on investable assets of 13.2 percent for 2017, the highest return since 13.3 percent reported for 2013...

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Viewpoint: The Gift of (Relative) Calm

Posted by Commonfund Institute on Aug 16, 2018

Topic: Governance and Policy | Industry Knowledge

The calamities known as the financial crisis and Great Recession are now a decade in the past. But far from fading into history, the memories remain fresh. And we are reminded of those days regularly (headline from a recent New York Times: “Biggest Banks Easily Pass Fed Stress Test").

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Viewpoint: Responsible Investing – Read All About It

Posted by Commonfund Institute on Aug 10, 2018

Topic: Responsible Investing

The new and newsworthy in this year’s Council on Foundations–Commonfund Study of Investment of Endowments for Private and Community Foundations® (CCSF) is headlined by responsible investing. No other area of inquiry showed as much year-over-year change or as much change over the past few Studies; to be clear, the changes would not be considered dramatic, but they are consistent and the trend line is easily discernible.

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2017 CCSF Study Results Released

Posted by Commonfund Institute on Aug 9, 2018

Topic: Industry Knowledge

Data gathered in the 2017 Council on Foundations–Commonfund Study of Investment of Endowments for Private and Community Foundations® (CCSF) show that participating private and community foundations realized significantly higher investment returns for the 2017 fiscal year (January 1 – December 31, 2017) than they did in FY2016. Participating private foundations reported an average FY2017 return of 15.0 percent compared with 6.4 percent in FY2016. Participating community foundations reported an average return of 15.1 percent for FY2017, up from 7.3 percent in FY2016.

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What are the Differences Between SRI and ESG?

Posted by Commonfund Institute on Jun 19, 2018

Topic: Industry Knowledge | Investment Strategy | Responsible Investing

There are many terms referring in some way to practices related to responsible investing: socially responsible investing; mission-related investing; impact investing; integrated reporting; and investing according to environmental, social and governance principles. These terms are often grouped under the same category of responsible investing, but this generalization is misleading..

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Diversity and Emerging Managers

Posted by Commonfund Institute on May 21, 2018

Topic: Investment Strategy | Responsible Investing

The benefits of diversity are widely recognized in the work place and among educational institutions and other nonprofits. Yet, the concept of investment management firms that are minority owned and operated lags, partly because of the challenge of attracting investors’ capital . . .

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