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Commonfund Institute

Higher Education Price Index (HEPI) Estimate for June 2020

Posted by Commonfund Institute on Jun 26, 2020

Topic: Industry Knowledge | Investment Strategy

Now available for download: The June 2020 estimate for the Commonfund Higher Education Price Index (HEPI) indicates inflation for U.S. colleges and universities is forecasted to fall to 2.2 percent in fiscal year 2020, based on data available year-to-date through June 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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Enhancing Investment Stewardship with Fund Governance Analytics

Posted by Commonfund Institute on Jun 25, 2020

Topic: Industry Knowledge | Investment Strategy

Strong board performance is critical for every organization dedicated to achieving its mission, which is why Commonfund Institute makes it our mission to advance best investment stewardship practices. We were delighted to present Christopher Merker, co-Founder and Executive Director of Fund Governance Analytics and co-Author of The Trustee Governance Guide: The Five Imperatives of 21st Century Investing. Chris' research demonstrates that the best run organizations outperform their peers nearly 2 to 1.

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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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