Nonprofit Investment Stewards
Episode 41 – Peer Benchmarking Using the 2021 NACUBO-TIAA Study of Endowments with Devon Francis
The NACUBO-TIAA Study of Endowments is a great benchmarking tool for college and university endowments.
In this episode, Bob DiMeo and Devon Francis discuss the key findings from the latest release of the study including noteworthy trends for colleges and universities on investment returns, asset allocation, ESG investing, and a lot more.
You will learn:
- What nonprofits should keep in mind while comparing performance with peer groups
- How investment strategies and returns might differ based on endowment size
- Latest spending trends among college and university endowments
- The growing adoption of the OCIO model, ESG investing, and DEI policies
- And more!
Tune in to gain useful insights and how your endowment compares to peers in recent years!
Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | 2021 NACUBO-TIAA Study of Endowments | Commonfund Benchmarks Study® of Independent Schools | Ep. 14: Your Guide to Endowment Spending Policy With Devon Francis | Ep. 24: The Benefits and Pitfalls of OCIO Endowment Management With Matt Porter | Ep. 28: How Nonprofits Can Drive Results Through Diversity, Equity, and Inclusion With Cynthia Primo Martin