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Business Intelligence: The Risks in External Revenue

Financial Management | Independent schools’ reliance on alternative forms of revenue may pose problems as significant as heavy reliance on tuition. Article by Elizabeth Dabney From the July/August 2020 Net Assets magazine Risk management goes beyond buying the right insurance,...


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Rethinking Investment Strategies

Financial Management | Many independent schools face financial challenges related to cash reserves, endowment depletion and operations. Finding ways to align enterprise considerations and investment strategies can help address these issues, said the presenters at the session “ Aligning Your...


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Business Intelligence: Schools’ Endowment Assets Grew 7.4 Percent in Fiscal 2018

Financial Management | Commonfund report also provides 10-year analysis going back to 2009, when returns averaged -18 percent. Article by Mary Kay Markunas From the May/June 2019 Net Assets magazine Feature Image: Average annual total net returns for total schools for fiscal...


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Coveting Thy Neighbor’s Returns

Financial Management | Jumping into private equity may look enticing, but it’s better to stick to the basics when investing for your school, according to Permanens. In fiscal 2018, MIT’s endowment saw a 13.5 percent return, and Notre Dame’s made 12 percent. The strategies of those high...


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Stormy Markets, Steady Institutional Investors

Financial Management | Investment guidelines enable institutions to weather market volatility better than individuals, on average, and a crisis playbook can provide additional assurance. The 2017 calendar year saw just eight trading days where the stock market lost or gained more than one...


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CFOs Predict Economic Downturn

(from Crain's New York Business) More than half of New York City-area financial executives believe the U.S. will experience a significant economic downturn in the next 12 to 24 months, according to a study conducted by Crain’s New York Business and Signet Research Co. Growth won't be easy...


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Growing a School’s Endowment: Don’t Let It Be an Afterthought

Financial Management | Article by Robert Riggar, SunTrust Bank The focus on endowment often takes a back seat to the daily operations of a school. Because net tuition revenue alone doesn’t cover the costs of education, however, many schools agree that growing their endowment...


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Index Funds Power Small College's Endowment Lead

(from Bloomberg) A small private college in Wisconsin that invests in index funds is taking the lead position among school endowment returns. Carthage College’s $120 million endowment posted an investment return of about 11 percent in the 12 months through June 30. That compares with a median...


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Business Intelligence: Back in Black: In 2017, Endowments Made up for Lost Years

Financial Management | Independent school endowment returns rose regardless of school size. Article by Mary Kay Markunas From the May/June 2018 Net Assets magazine Study Snapshot 213 schools had $13.2 billion in combined endowment assets as of June 30, 2017. School...


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More Schools Venture into Commercial Development

(from Slate) An institution is only as strong as its neighborhood: That's the thinking at growing numbers of colleges and universities (and independent schools) that are purchasing off-campus properties to simultaneously enhance the quality of life in their broader communities, expand...