Endowment Spending Policy: Often Overlooked but Critical to Long-Term Success
Gain a better understanding of how educational institutions evaluate spending policies today.
How to Implement ESG at Your Institution
The following has been adapted from a presentation delivered at Commonfund Forum 2023. The presenters were Rachel Stavola Clivaz, Associate Director, and Anthony Peretore, Managing Director,...
Is Spending Policy the Other “Free Lunch” in Investing?
We believe spending policy not only should influence strategic asset allocation but should be thought of as the other "free lunch" of long-term endowment investing alongside diversification.
Aligning Spending Policy with Your Institution’s Long-Term Goals
Commonfund has designed a set of questions to help guide a committee—and staff—toward selecting the most appropriate spending policy. We have used these questions as a guideline for conversations...
Is your Spending Policy Getting the Attention it Needs?
Spending policy is the most overlooked aspect of endowment management and many are likely not employing the optimal calculation for their institution. Many investment committees review "strategic...
The Endowment Model Proves Its Worth (Again)