Every month, Foundation Advocate chooses one topic relating to foundation investment performance to highlight. This month we took a look at the relationship between asset size and performance. As you can see from the chart above and the annualized performance data, bigger foundations out-performed smaller ones on a consistent basis by around 2%. We chose to highlight … [Read more...] about How Are Foundations Doing? July 2019 Topic: Is Bigger Better?
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FoundationMark Portfolio Strategies Classification
FoundationMark Portfolio Strategies Asset Allocation ThresholdsCapital AppreciationEquities: 85% or higherFixed Income/Cash: 15% or lowerBalancedEquities: 60 - 85% Fixed Income/Cash: 15 - 40%Investments - Other*Investments - Other: 60% or higherEquities/Fixed/Cash: 40% or lowerCapital PreservationEquities: 60% or lowerFixed Income/Cash: 40% or higher … [Read more...] about FoundationMark Portfolio Strategies Classification
US Foundations Assets Hit $1 Trillion for the First Time!
The Trillion Dollar Milestone Over the past several years, US foundation assets have been steadily climbing. The combination of strong financial markets and substantial gifts over the past five years propelled total assets of US foundations to just over $1 trillion in fiscal 2017, breaking the trillion dollar mark for the first time ever. More importantly, grant … [Read more...] about US Foundations Assets Hit $1 Trillion for the First Time!
How Are Foundation’s Doing? June 2019 Topic: ‘Custom’ Benchmarks
Every month, Foundation Advocate chooses one aspect of foundation investment performance to highlight. This month we examined at 'custom' benchmarks. Tall for a Jockey, Short for a NBA Player One thing that has puzzled us is that every foundation that reports their investment performance (sadly there are only a handful that do) seems to beat their 'target' or … [Read more...] about How Are Foundation’s Doing? June 2019 Topic: ‘Custom’ Benchmarks
FoundationMark 15 Asset Allocation
The FoundationMark 15 The FoundationMark 15, (“F-15”) is a selection of 15 of the largest and best-known private foundations in the United States. Most private foundations, like those in the F-15, rely on their investment returns as an important, often the only, source of income to support their philanthropic goals. To view their performance and full financial statements … [Read more...] about FoundationMark 15 Asset Allocation