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NACUBO Endowment Study, 1995.

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Title: NACUBO Endowment Study, 1995.
Language: English
Authors: Cambridge Associates, Inc., Boston, MA.
Availability: National Association of College and University Business Officers, One Dupont Circle, Suite 500, Washington, DC 20036 ($60 members; $85 non-members).
Peer Reviewed: N
Page Count: 476
Publication Date: 1996
Sponsoring Agency: National Association of Coll. and Univ. Business Officers, Washington, DC.
Intended Audience: Policymakers; Administrators; Practitioners
Document Type: Numerical/Quantitative Data
Reports - Research
Descriptors: Colleges, Donors, Educational Finance, Endowment Funds, Financial Policy, Financial Services, Fiscal Capacity, Higher Education, Income, Inflation (Economics), Investment, Money Management, Private Colleges, Risk Management, Trusts (Financial), Universities
Geographic Terms: U.S.; District of Columbia
ISSN: 1067-8301
Abstract: This report presents the results of the 1995 study of the performance and management of college and university endowments, based on 394 institutions providing data. A summary abstract provides an overview of performance and investment data; and Part 1 of the study provides a brief commentary covering endowment characteristics, historical performance data, and terminology used. The exhibits in Part 2 are divided into two sections. In the first section, 12 exhibits cover general endowment characteristics, including: first, asset values, institution type, ranked by type of institution and by full-time equivalent student, and type of endowment; second, growth (versus market indexes), withdrawals, payout rates, spending rates and rules, and gift flow rates; and third, asset allocation structure. The larger second section of Part 2 provides data on the investment pool including: (1) dollars of assets; (2) performance measures by institution, by institution rank, returns (by various measures: nominal, real, average, cumulative); (3) asset allocation structure; (4) investment management and custodial expenses; (5) investment managers, by institution, and custodians. Appendix A is a glossary of terms; Appendix B defines various standard market indices. Also appended to the report is a list of contributors, sponsors, and associates. A separate formal acknowledgement booklet listing contributors to the study by level of gift accompanies the report. (CH)
Notes: For the 1992 edition, see ED 354 811.
Journal Code: RIEMAY1997
Entry Date: 1997
Accession Number: ED402887
Database: ERIC
FullText Text:
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  Data: NACUBO Endowment Study, 1995.
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  Label: Language
  Group: Lang
  Data: English
– Name: Author
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  Data: <searchLink fieldCode="AR" term="%22Cambridge+Associates%2C+Inc%2E%2C+Boston%2C+MA%2E%22">Cambridge Associates, Inc., Boston, MA.</searchLink>
– Name: Avail
  Label: Availability
  Group: Avail
  Data: National Association of College and University Business Officers, One Dupont Circle, Suite 500, Washington, DC 20036 ($60 members; $85 non-members).
– Name: PeerReviewed
  Label: Peer Reviewed
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  Data: N
– Name: Pages
  Label: Page Count
  Group: Src
  Data: 476
– Name: DatePubCY
  Label: Publication Date
  Group: Date
  Data: 1996
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  Label: Sponsoring Agency
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  Data: National Association of Coll. and Univ. Business Officers, Washington, DC.
– Name: Audience
  Label: Intended Audience
  Group: Audnce
  Data: Policymakers; Administrators; Practitioners
– Name: TypeDocument
  Label: Document Type
  Group: TypDoc
  Data: Numerical/Quantitative Data<br />Reports - Research
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  Label: Descriptors
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  Data: <searchLink fieldCode="DE" term="%22Colleges%22">Colleges</searchLink><br /><searchLink fieldCode="DE" term="%22Donors%22">Donors</searchLink><br /><searchLink fieldCode="DE" term="%22Educational+Finance%22">Educational Finance</searchLink><br /><searchLink fieldCode="DE" term="%22Endowment+Funds%22">Endowment Funds</searchLink><br /><searchLink fieldCode="DE" term="%22Financial+Policy%22">Financial Policy</searchLink><br /><searchLink fieldCode="DE" term="%22Financial+Services%22">Financial Services</searchLink><br /><searchLink fieldCode="DE" term="%22Fiscal+Capacity%22">Fiscal Capacity</searchLink><br /><searchLink fieldCode="DE" term="%22Higher+Education%22">Higher Education</searchLink><br /><searchLink fieldCode="DE" term="%22Income%22">Income</searchLink><br /><searchLink fieldCode="DE" term="%22Inflation+%28Economics%29%22">Inflation (Economics)</searchLink><br /><searchLink fieldCode="DE" term="%22Investment%22">Investment</searchLink><br /><searchLink fieldCode="DE" term="%22Money+Management%22">Money Management</searchLink><br /><searchLink fieldCode="DE" term="%22Private+Colleges%22">Private Colleges</searchLink><br /><searchLink fieldCode="DE" term="%22Risk+Management%22">Risk Management</searchLink><br /><searchLink fieldCode="DE" term="%22Trusts+%28Financial%29%22">Trusts (Financial)</searchLink><br /><searchLink fieldCode="DE" term="%22Universities%22">Universities</searchLink>
– Name: Subject
  Label: Geographic Terms
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  Data: <searchLink fieldCode="DE" term="%22U%2ES%2E%3B+District+of+Columbia%22">U.S.; District of Columbia</searchLink>
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  Label: ISSN
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  Data: 1067-8301
– Name: Abstract
  Label: Abstract
  Group: Ab
  Data: This report presents the results of the 1995 study of the performance and management of college and university endowments, based on 394 institutions providing data. A summary abstract provides an overview of performance and investment data; and Part 1 of the study provides a brief commentary covering endowment characteristics, historical performance data, and terminology used. The exhibits in Part 2 are divided into two sections. In the first section, 12 exhibits cover general endowment characteristics, including: first, asset values, institution type, ranked by type of institution and by full-time equivalent student, and type of endowment; second, growth (versus market indexes), withdrawals, payout rates, spending rates and rules, and gift flow rates; and third, asset allocation structure. The larger second section of Part 2 provides data on the investment pool including: (1) dollars of assets; (2) performance measures by institution, by institution rank, returns (by various measures: nominal, real, average, cumulative); (3) asset allocation structure; (4) investment management and custodial expenses; (5) investment managers, by institution, and custodians. Appendix A is a glossary of terms; Appendix B defines various standard market indices. Also appended to the report is a list of contributors, sponsors, and associates. A separate formal acknowledgement booklet listing contributors to the study by level of gift accompanies the report. (CH)
– Name: Note
  Label: Notes
  Group: Note
  Data: For the 1992 edition, see ED 354 811.
– Name: CodeSource
  Label: Journal Code
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  Data: <searchLink fieldCode="JC" term="%22RIEMAY1997%22">RIEMAY1997</searchLink>
– Name: DateEntry
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  Data: 1997
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  Label: Accession Number
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  Data: ED402887
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RecordInfo BibRecord:
  BibEntity:
    Languages:
      – Text: English
    PhysicalDescription:
      Pagination:
        PageCount: 476
    Subjects:
      – SubjectFull: Colleges
        Type: general
      – SubjectFull: Donors
        Type: general
      – SubjectFull: Educational Finance
        Type: general
      – SubjectFull: Endowment Funds
        Type: general
      – SubjectFull: Financial Policy
        Type: general
      – SubjectFull: Financial Services
        Type: general
      – SubjectFull: Fiscal Capacity
        Type: general
      – SubjectFull: Higher Education
        Type: general
      – SubjectFull: Income
        Type: general
      – SubjectFull: Inflation (Economics)
        Type: general
      – SubjectFull: Investment
        Type: general
      – SubjectFull: Money Management
        Type: general
      – SubjectFull: Private Colleges
        Type: general
      – SubjectFull: Risk Management
        Type: general
      – SubjectFull: Trusts (Financial)
        Type: general
      – SubjectFull: Universities
        Type: general
      – SubjectFull: U.S.; District of Columbia
        Type: general
    Titles:
      – TitleFull: NACUBO Endowment Study, 1995.
        Type: main
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            NameFull: Cambridge Associates, Inc., Boston, MA.
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              M: 01
              Type: published
              Y: 1996
          Identifiers:
            – Type: issn-print
              Value: 1067-8301
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