Trustee Resources
Risk & Return = Volatility and Performance
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
1% Better Investment Performance – Implication for Charitable Giving
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 Investment Performance – Implication for Charitable Giving
Links
Nonprofit Performance Links FoundationAdvocate is owned and operated by the same parent company as FoundationMark, publisher of the "Better Benchmarks for Private Foundations" indices, and we rely on FoundationMark data for much of our analysis. That said, we know of several other organizations that publish investment performance data relating to nonprofits, and believe in … [Read more...] about Links
Incoming Contributions
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
FoundationMark Portfolio Strategies Classification
FoundationMark Portfolio Strategies Investments – Others*: There is a distinct line on the IRS form requiring the fair market value of a foundation’s holdings in ‘Investments – Other’, which may include hedge funds, private equity, commodities, and other investments. Foundations with over 60% of their assets in ‘Investments – Other’ are classified by portfolio strategy … [Read more...] about FoundationMark Portfolio Strategies Classification