Commonfund Benchmark Studies

We partner with various organizations to conduct comprehensive surveys of the financial, governance and policy practices of nonprofit investors.

Study of Endowments

Beginning in 2009, we partnered with the National Association of College and University Business Officers (NACUBO) to create the NACUBO-Commonfund Study of Endowments® (NCSE).

The NCSE annual report studies, on average, over 800 educational institutions that include U.S. educational institutions, private college and university endowments, public educational endowments, institution-related foundations (IRFs) and combined public endowments/foundations. Annually, the institutions represent over $500 billion in assets and the report covers the following topics:

  • Returns and investment objectives

  • Asset allocation and portfolio rebalancing

  • Investment policies

  • Responsible investing practices

  • Spending

  • Gifts

  • Debt

  • Fund flows

  • Resources, management and governance

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Study of Private and Community Foundations

In 2012, we combined our foundation study with the Council on Foundations study to create the Council on Foundations-Commonfund Study of Investment of Endowments for Private and Community Foundations® (CCSF)

The CCSF studies over 200 private and community foundations that represent over $100 billion in assets. The topics covered include: 

  • Returns and investment objectives

  • Asset allocation and portfolio rebalancing

  • Investment policies

  • Responsible investment practices

  • Spending

  • Gifts

  • Debt

  • Fund flows

  • Resources, management and governance

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Study of Healthcare Organizations

The latest Commonfund Benchmarks Study® - Study of Healthcare Organizations studied over 70 healthcare institutions with more than $125 billion in aggregate investable assets.

Topics included in the study are:

  • Returns
  • Asset allocation
  • Budgets, operating margins and investment income
  • Debt
  • Gifts and donations
  • Resources, management and governance
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