Tracking the Investment Performance of Private Foundations, One Foundation at a Time

Main Content

Foundation Investment Performance

The FoundationMark Grantmaker Investment Value Index (“GIV Index”) fell nearly 12% in the first quarter of 2020. 

Commentary

Global equity markets have been been hit by the Coronavirus.

First Quarter Asset Decline is Worst in over a Decade:  Equity markets have been hit hard since hitting highs in mid February. Daily volatility has spiked.

Winter 2020 Newsletter

Everything was Great, Until it Wasn’t

The FoundationMark GIV Index estimates that foundations clocked average performance of 18.8% in 2019, the highest in the past 10 years. Foundation assets topped $1.1 trillion according to our estimates and giving grew over 6%, marking a decade long boom in charitable support.  The coronavirus outbreak changed everything.  As market turmoil continues, commentary is outdated […]

Asset Allocation Doesn’t Change Much Even in Crises

The chart above shows that foundation asset allocation hasn’t varied much year to year.  Two long term trends have been a reduction in cash and fixed income holdings and an increase in “Investments – Other”.  The category “Investments  – Other” is a specific line on the foundation’s annual filing. The underlying assets may include alternative […]