Study: Educational Endowments' Investment Returns Averaged 15.5 Percent in FY2014
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NACUBO-Commonfund%20Study%20of%20Endowments®<%2Fa>%20(NCSE)%20show%20that%20these%20institutions’%20endowments%20returned%20an%20average%20of%2015.5%20percent%20(net%20of%20fees)%20for%20the%202014%20fiscal%20year%20(July%201,%202013%20–%20June%2030,%202014)%20compared%20with%2011.7%20percent%20for%20the%202013%20fiscal%20year.%20The%20832%20institutions%20participating%20in%20this%20year’s%20Study%20represented%20$516.0%20billion%20in%20endowment%20assets.%0D%0A%0D%0Ahttps%3A%2F%2Fwww.nonprofitpro.com%2Farticle%2Fstudy-educational-endowments-investment-returns-averaged-155-percent%2F" target="_blank" class="email" data-post-id="9551" type="icon_link">
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Asset Allocation
Asset allocation among participating endowments was little changed over the course of the fiscal year. Participating endowments reported the following asset allocation in FY2014:
Asset Allocations* for Fiscal Years 2013 and 2014
Asset Class |
Fiscal Year |
|
---|---|---|
2013 |
2014 |
|
Domestic equities |
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