Press
- New Tools for Foundations to View Peer Group Data
- Large Foundations Not Necessarily Better At Investing Than Small Foundations (paywall)
- Where Do America’s Big Foundations Invest Their Billions? Don’t Ask
- Foundation Assets Top $1 Trillion, but Signs Point to Slump (2018)
- Investment Returns Can Pay Big Dividends for Foundations
- Billions Squandered
Articles
- An OCIO Performance Index Exists for the First Time. Here’s How They Did. (Institutional Investor)
- What Drives Outperformance at Endowments & Foundations (Institutional Investor)
- David Swenson is Great for Yale. Is He Horrible for Investing? (Institutional Investor)
- Endowments Lag Stock Indices As Private Market Gains Elusive (Financial Advisor)
- Gifts to Charity Dropped 1.7 Percent Last Year, Says ‘Giving USA’
- Why Charities Have Been Such Bad Investors (WSJ)
- Why the Ivy League Clings to a Strategy of Diminishing Returns (NYT)
- A College Investor Who Beats the Ivys (NYT)
- Measuring the Ivy 2018
Academic Papers
The Risk, Reward, and Asset Allocation of Nonprofit Endowment Funds
Andrew Lo and Egor Matveyev of MIT and Stefan Zeume, University of Illinois at Urbana-Champaign
Investment Returns and Distribution Policies of Non-Profit Endowment Funds
Sandeep Dahiya – Georgetown University, David Yermack – New York University (NYU) – Stern School of Business