News and Analysis of Foundation Investment Performance

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Foundation Investment Performance

The FoundationMark Grantmaker Investment Value Index (“GIV Index”) rose 5.4% in the second quarter of 2021, bringing the year-to-date gain to 9.3% through June 30, 2021 

Commentary

Global equity continued to post gains across the board, while U.S high grade bonds stagnated.  

One-Year GIV Index Performance Up 26.4%:Year on year returns for U.S equities were 40.8% for the period ended June 30, 2021, while bonds were essentially flat.

Summer 2021 Newsletter

Foundation Assets Estimated at $1.28 Trillion as of June 30, New Record

FoundationMark models indicate that U.S. foundations’ assets rose to $1.28 trillion as of June 30, 2021.  The recent growth in foundation assets is primarily attributable to investment gains of 9.3% for the GIV Index in the six months to June 30, 2021.  Since the pandemic low in March 2020, global equity markets have delivered strong […]