News and Analysis of Foundation Investment Performance

Main Content

Foundation Investment Performance

The FoundationMark Grantmaker Investment Value Index (“GIV Index”) rose 3.8% in the first quarter of 2021. 

Commentary

Equity markets posted gains across the board, while fixed income saw negative returns in the first quarter 

One-Year GIV Index Performance Up 37.4%: A year after the sharp sell-off in the early months of the pandemic, U.S equities are over 56% higher, resulting in strong gains for foundations.

Spring 2021 Newsletter

Foundation Assets Top $1.2 Trillion

First Quarter Returns of 3.8% Push Foundations over the $1.2 Trillion Mark The latest estimates from FoundationMark indicate that foundations cracked the $1.2 trillion mark in total assets just 2 years after breaking through the $1 trillion threshold. Strong equity markets in 2019 and 2020 fueled the growth in assets allowing foundations to increase giving […]

First Quarter 2021 Performance Round-Up

Each quarter we pull together the published results of three leading measures of foundation performance, the FoundationMark GIV Index, the Northern Trust Foundation and Endowment Universe, and the foundation subgroup of the BNY Mellon U.S. Master Trust Universe. The results are shown in the table and graph below.  Periods ended March 31, 2021 Quarter YTD […]