Preliminary Data Show Educational Endowments’ Investment Returns Averaged 15.8 Percent in FY2014
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2014%20NACUBO-Commonfund%20Study%20of%20Endowments<%2Fa>®%20(NCSE)%20indicate%20that%20these%20institutions'%20endowments%20returned%20an%20average%20of%2015.8%20percent%20(net%20of%20fees)%20for%20the%202014%20fiscal%20year%20(July%201,%202013%20-%20June%2030,%202014).%20The%20early%20return%20data%20build%20on%20the%2011.7%20percent%20average%20return%20reported%20by%20study%20participants%20for%20FY2013.%0D%0A%0D%0Ahttps%3A%2F%2Fwww.nonprofitpro.com%2Farticle%2Feducational-endowments-investment-returns-averaged-158-percent-fy2014%2F" target="_blank" class="email" data-post-id="3244" type="icon_link">
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Asset Allocation
Participating endowments reported the following average dollar-weighted asset allocations in FY2013 and FY2014:
Asset Allocations* for Fiscal Years 2013 and 2014
*Dollar-weighted **Preliminary
Asset Class | Fiscal Year | |
2013 | 2014** | |
Domestic equities | 16% | 13% |
Fixed income | 10% | 7% |
International equities |
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