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Performance
First Quarter 2021 Performance Round-Up
Each quarter we pull together the published results of three leading measures of foundation performance, the FoundationMark GIV Index, the Northern Trust Foundation and Endowment Universe, and the foundation subgroup of the BNY Mellon U.S. Master Trust Universe. The results are shown in the table and graph below. Periods ended March 31, 2021 … [Read more...] about First Quarter 2021 Performance Round-Up
Universe Comparison
In our efforts to track and report on the investment performance of foundations, we have found five organizations that publicly report their results Each organization has its own methodology and constituents. For example, the BNY Mellon U.S. Master Trust Universe consists of very large institutions with an average size of $8 billion. The BNY Mellon U.S. Master Trust has close … [Read more...] about Universe Comparison
Foundation Assets Top $1.2 Trillion
First Quarter Returns of 3.8% Push Foundations over the $1.2 Trillion Mark The latest estimates from FoundationMark indicate that foundations cracked the $1.2 trillion mark in total assets just 2 years after breaking through the $1 trillion threshold.Strong equity markets in 2019 and 2020 fueled the growth in assets allowing foundations to increase giving by 15% over the … [Read more...] about Foundation Assets Top $1.2 Trillion
Fourth Quarter 2020 Performance Round-Up
Each quarter we pull together the published results of the leading measures of foundation performance, the FoundationMark GIV Index, the Northern Trust Foundation and Endowment Universe, and the foundation subgroup of the BNY Mellon U.S. Master Trust Universe. The results are shown in the table and graph below. Periods ended December 31, 2020 … [Read more...] about Fourth Quarter 2020 Performance Round-Up
FoundationMark Adds Peer Group Analysis
FoundationMark, has recently rolled out a new feature - peer group analysis. Foundations have been badly underserved in terms of available financial benchmarking resources. The few publications available tend to either 1) focus on only the largest foundations, 2) be buried in academic papers, or 3) report episodic survey results, all of which make it difficult to make … [Read more...] about FoundationMark Adds Peer Group Analysis