Trustee Resources
Payout Ratios – Why is it so Complicated to Get a Simple Answer?
One would think that calculating a payout ratio is a very straightforward task. You just need a numerator and a denominator, therefor simple division leaves you with a ratio. For example, if you wanted to know a baseball teams winning percentage, you take the number of games won, divide by number of games played, and viola, you have a ratio. Naturally it follows, that if you … [Read more...] about Payout Ratios – Why is it so Complicated to Get a Simple Answer?
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
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