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Fourth Quarter 2019 Performance Round-Up

By

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 December 31, 2019
Quarter YTD 1-Year 3-Year 5-Year 10-Year
GIV Index 6.2% 20.5% 20.5% 9.2% 6.5% 7.6%
Northern Trust 4.9   16.2   16.2   9.2   6.8   N/A  
BNY Mellon 4.9   16.6   16.6   N/A   6.5   7.7  
CCSF N/A   17.4   17.4   9.2   6.6   7.8  
The 60/40 Mix is 60% S&P 500 Total Return / 40% Bloomberg Barclays U.S. Aggregate Index
3-Year, 5-Year, and 10-Year returns are annualized.
Note: BNY Mellon doesn't publish 3 -Year performance numbers, nor does Northern Trust publish 10-Year returns.
Chart by Visualizer

Source

FoundationMark Grantmaker Investment Value Index (“GIV”) (here)

The FoundationMark Grantmaker Investment Valuation Index (“GIV”) tracks the investment performance of private foundations. Using data drawn from over 40,000 foundations, the GIV Index is the most comprehensive measure of foundation performance available.
 

 Source

Northern Trust Universe (here)

The Northern Trust Universe tracks the performance of approximately 300 large U.S. institutional investment plans, with a combined asset value of approximately $1.13 trillion, which subscribe to performance measurement services as part of Northern Trust’s asset servicing offerings.

 Source

BNY Mellon U.S. Master Trust Universe (here)

The BNY Mellon U.S. Master Trust Universe offers peer comparisons of performance by plan type and size. It consists of 521 corporate, foundation, endowment, public, Taft-Hartley, and health care plans with a total market value of more than $2.3 trillion and an average plan size of over $7.5 billion.

 Source

CCSF – Council on Foundations-Commonfund Study of Foundations  (here)

With 265 participating foundations representing combined assets of $104.7 billion, the Study is believed to be the most comprehensive annual survey of its kind. This is the eighth year that Commonfund Institute and the Council on Foundations—two leading organizations in the field of foundation investment and governance policies and practices—have partnered to produce this research.

Filed Under: Performance, Trustee Resources, Winter 2020

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