Foundations’ investment performance is the engine behind their philanthropic support. We provide news and analysis of foundation investment performance to inform trustees and the financial community on this critical topic.
Articles
Everything was Great, Until it Wasn’t
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
College Endowments Report Fiscal 2019 Returns, and the News Isn’t Good
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
How Are Foundation’s Doing? May 2019 Topic: International a Drag
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
How are Foundations Doing? April 2019 Topic: Who Should We Compare Ourselves To?
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
1% Better Investment Performance – Implication for Charitable Giving
The Math is Simple Private foundations have $1 trillion in assets. An incremental 1% return on investment would yield an additional $10 billion….per year…every year.
5 Yr Performance by State
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