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
Fourth Quarter Investment Performance
Solid Fourth Quarter Returns Across the Board The Grantmaker Investment Value Index (“GIV”) rose 8.5% in the fourth quarter bringing full year 2023 performance to
Fourth Quarter Rebound
FoundationMark models indicate that U.S. foundations’ assets rose by about $100 billion, or about 7.7%, in the fourth quarter of 2023 pushing assets to a
Disbursements Forecast Update: December 2023
Disbursements Likely Up 5.5% in 2023 In 2023 asset levels rebounded from 2022’s losses to reach a record $1.5 trillion. 2023’s asset gain of nearly
Disbursements Forecast Update: September 2023
Disbursements Forecasted to be Up Slightly in 2023 Asset levels reached a record approaching $1.5 trillion at the end of 2021 but dropped by $200
Third Quarter Jitters
FoundationMark models indicate that U.S. foundations’ assets rose by about $70 billion, or about 5%, in 2023 through September despite a pullback in the most
Third Quarter Investment Performance
Third Quarter Gives Back Some of 2023 Gains The Grantmaker Investment Value Index (“GIV”) fell 2.9% in the third quarter pulling down year-to-date performance to