News and Analysis of Foundation Investment Performance

Performance

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Everything was Great, Until it Wasn’t

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The FoundationMark GIV Index estimates that foundations clocked average performance of 18.8% in 2019, the highest in the past 10 years. Foundation assets topped $1.1 trillion according to our estimates and giving grew over 6%, marking a decade long boom in charitable support.  The coronavirus outbreak changed everything. As market turmoil continues, commentary is outdated as … [Read more...] about Everything was Great, Until it Wasn’t

College Endowments Report Fiscal 2019 Returns, and the News Isn’t Good

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Autumn is back to school season, and while some people might think about tailgating at football games, there is another competition that takes place on campuses every fall, colleges report their investment returns. While FoundationAdvocate's ("FA") focus is the private foundation universe, we are keenly interested in their nonprofit cousins, college endowments. Unlike most … [Read more...] about College Endowments Report Fiscal 2019 Returns, and the News Isn’t Good

Risk & Return = Volatility and Performance

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Risk & Return: Yale's Long Term Expectations By Asset Class Yale's endowment report is an incredible resource for investors. One reason it should be required reading for trustees is the excellent discussion on asset classes.  In the report, Yale discloses it's long term real-return expectations by asset class.  The purpose of including it in this article is to showcase … [Read more...] about Risk & Return = Volatility and Performance

How Are Foundation’s Doing? May 2019 Topic: International a Drag

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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