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Mission & Motivation: Next Generation Investors

Leadership | Sharing real funds with students and mentoring their business and investment acumen has literally paid dividends, in the $100,000s. Article by David Wright and Greg Malkin, University School From the March/April 2021 Net Assets magazine Feature image: Greg...


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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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Re-evaluating Nonprofit Revenue Diversification

(from Nonprofit Quarterly) The decision to pursue additional revenue streams is a vital strategy question for many nonprofit organizations, including independent schools. A growing body of research points to the potential pros and cons of revenue diversification. Pros can include greater ...


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Independent School Endowments Favor Alternative Investments

(from Institutional Investor and Pensions & Investments) I ndependent school endowments returned an average net 7.4 percent for fiscal year 2018, according to an annual study from Commonfund Institute conducted jointly with NBOA. While a decline from fiscal 2017's average net return of 11...


Blog Entry
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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Mission & Motivation: Walking the Talk: Going All-In for Environmental Sustainability

Leadership | The Northwest School’s long-held commitment to sustainability comes full circle in its purchasing policy, dining, facilities, transportation and, most recently, its investment policy. Article by Mike McGill, The Northwest School From the November/December 2018 Net...


Blog Entry
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...