Commonfund Benchmark Studies

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

Study of Independent Schools

Beginning in 2005, we partnered with the National Business Officers Association (NBOA) to create the Commonfund Benchmarks Study of Independent Schools (CSIS).

The CSIS annual report studies, on average, 200 Independent day and boarding schools.  Annually, the schools represent over $12 billion in assets and the report covers the following topics:

  • Returns

  • Investment Objectives

  • Asset Allocation
  • Spending

  • Gifts 

  • Management and Governance

Click here to read the press release from the latest  study.

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Study of Private and Community Foundations

In 2012, we combined our foundations 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 alloctaion and portfolio objectives

  • Investment Policies

  • Responsible investment practices

  • Spending

  • Gifts

  • Debt

  • Fund flows

  • Resources, management and governance

Click here to read the press release from the latest  study.

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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

Click here to read the press release from the latest  study.

Participate in the next study Request a copy of the latest study