Compared To What? Before answering this seemingly straightforward question about performance, it might be useful to establish a quick framework to place performance into context. Rather than lead with foundations, we thought a more familiar group, Ivy League endowments, would help illustrate some core concepts. Absolute Performance, Relative Performance, and Peer Groups As the table […]
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March 2019 Newsletter
1% Better Returns – Implication for Charitable Giving
The Math is Simple Private foundations have over $900 billion in assets. An incremental 1% return on their investment would yield an additional $9 billion….per year…every year. To put that in perspective, the additional $9 billion would equal the annual charitable support provided by 12 Ford Foundations, 36 Rockefellers, or 45 Carnegies – you get […]
Performance by State
New England Leads the Pack Investment performance data provided by FoundationMark. As the chart above and table below show, 4 of the the top 5 performing states in for the year ended December 2017 were in New England – Rhode Island, Maine, Vermont, and Connecticut, with Pennsylvania rounding out the top 5. Foundations in […]