Results for Endowment Portfolio

Books

Endowment Management for Higher Education, Second Edition - AGB

Higher education endowments are an indispensable resource for escalating costs, financial aid, and keeping higher education affordable.

Books

Endowment Management for Foundations and Nonprofits - AGB.org

Endowment Management for Foundations and Nonprofits is for those who serve on investment committees of foundations and nonprofits...

Blog Posts

A new era of portfolio construction for endowments - AGB

May 12, 2021 ... Our focus for the next era of endowment investing seeks to improve cost and capital efficiency, combined with truly unique alpha generation.

Podcasts

Trusteeship Podcast Episode 28: Endowment Management ... - AGB

May 17, 2022 ... AGB recently released the second edition of Endowment Management for Higher Education. Since the first edition was published in 2017, ...

Trusteeship Articles

Endowment Spending: Policy Often Overlooked but Critical to Long ...

... investment portfolio to the institution's operating budget. After ... endowment management and should be revisited just as frequently as asset allocation.

Blog Posts

Rethinking Endowment Return Assumptions: Long-Term Planning in ...

May 26, 2026 ... Many colleges, universities, and nonprofit institutions built long-term endowment portfolios on assumptions about investment returns, donor ...

Page

Investment Committee - AGB

Recommended resources. ; Endowment Management for Higher Education, Second Edition. 2022. AGB ; The Investment Committee. 2024. Nicole Wellmann Kraus ; Timeless ...

Blog Posts

A Better Way for Higher Education Endowments and Foundations to ...

Oct 17, 2023 ... Duration: Private equity funds today may last 12 to 15 years or more due to so-called “zombie” or stranded fund investments. Cash Flow Timing: ...

Blog Posts

Mega Endowment FY 2023 Returns: Return to the Mean - AGB

Mar 7, 2024 ... University endowment staffs breathed a sigh of relief in fiscal year 2023 as global investment markets bounced back from a gloomy 2022.

Podcasts

Are You Paying for an OCIO Partner or Just a Portfolio? - AGB

Jun 2, 2026 ... The NACUBO-Commonfund Study of Endowments, which is available for purchase, provides an annual analysis of endowment investment returns, asset ...