News and Analysis of Foundation Investment Performance

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One Small Assumption that Cost Institutions over $100 billion in the Past Decade

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Benchmarks play an important role in investment management for many reasons including: 1) they serve as the default position for portfolio allocation, 2) they provide investment managers with a target to shoot for (and hopefully exceed), and 3) they provide the basis for comparison when evaluating performance as well as risk, which often overlooked but an important role in … [Read more...] about One Small Assumption that Cost Institutions over $100 billion in the Past Decade

Incoming Contributions

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Five Years of Substantial Growth from Incoming Contributions Foundations have two primary sources of asset growth, 1) investment returns, and 2) new contributions.  At FoundationAdvocate, we spend the lion's share of out time focusing on investment returns, but we thought it would be interesting to understand a little more about the incoming contributions. Private … [Read more...] about Incoming Contributions

State Overview: Michigan

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All data used in rankings and calculations is provided by FoundationMark and FoundationIQ and reflects foundations with over $1 million in assets.Overall Ranking by State Michigan foundations reported total assets of $32.7 billion, ranking 7th among states.Michigan foundations 5 year total asset growth of 4.3%, ranked 34th.The average 5 year annualized … [Read more...] about State Overview: Michigan