Every month, Foundation Advocate chooses one topic relating to foundation investment performance to highlight. This month we took a look at how international stock allocations have likely held back foundation performance. Why Haven't Foundations Done Better in this 10 Year Bull Market? Following the financial crisis, the US stock market has been on a pretty great … [Read more...] about How Are Foundation’s Doing? May 2019 Topic: International a Drag
Every month, Foundation Advocate chooses one aspect of foundation investment performance to highlight. This month we ask a very fundamental question, Who Should We Compare Ourselves To? 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 … [Read more...] about How are Foundations Doing? April 2019 Topic: Who Should We Compare Ourselves To?
The Math is SimplePrivate foundations have $1 trillion in assets. An incremental 1% return on investment would yield an additional $10 billion....per year...every year.To put that in perspective, the additional $10 billion would equal the annual charitable support provided by 12 Ford Foundations, 36 Rockefellers, or 45 Carnegies - you get the picture. Better returns of just 1% … [Read more...] about 1% Better Returns – Implication for Charitable Giving
Maine and Vermont Lead the Pack As the map and table below shows, Maine and Vermont led all sates, while North Carolina and North Dakota trailed. It bears noting that North Carolina foundations reported the highest disclosed investment expenses. … [Read more...] about 5 Yr 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 Idaho, Louisiana, and Mississippi had the lowest … [Read more...] about 1-Yr Performance by State