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Topical White Papers Each year Commonfund issues numerous white papers on an array of topics, all intended to help readers bring added value to their organization.
Articles Topical and timely articles addressing key issues and chronicling Commonfund event and featured speakers.
Videos A series of videos that includes media spots with senior members of the Commonfund team, manager spotlights, and featured presentations from Commonfund events.
Commonfund Financial Metrics Database
We have an active database of 80+ financial metrics across 2,000+ financial statements from over 350 nonprofit institutions. This dataset is used to create trend analyses and peer comparisons, providing insight into our clients’ operational eco-systems. A deep understanding of an institution’s operational eco-system is imperative to enable an investment committee to make informed decisions about strategic asset allocation. When approaching strategic asset allocation, we evaluate where an institution falls on three criteria: return objective, risk profile and illiquidity budget. We use financial metrics such as the growth in various revenue sources and operating budget to help arrive at the correct long-term return objective. Metrics such as operational dependence on the endowment as well as the level of long-term debt on the balance sheet can help provide context in determining the endowment’s risk profile. Additionally, metrics such as outstanding multi-year grants payable, use of debt/credit, contributions, spending and ratio of restricted vs. unrestricted endowment can help inform a committee on the appropriate level of illiquidity. Including these metrics in the decision-making process allows fiduciaries to view the endowment within a broader operational context and arrive at a strategic asset allocation that has the potential to better meet their needs.