Allocations and returns from foundations : INVESTMENT

Foundation Allocations and Returns – CXO Advisory

Objective research to support investment decisions

Value investing strategy (Strategy overview)

Allocations for September 2020 (final)

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Momentum investment strategy (Strategy overview)

Allocations for September 2020 (final)

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Published in: Investment expertise, strategic allocation

How are US non-profit endowment funds allocating and developing? In their November 2019 paper entitled “The Risk, Reward, and Asset Allocation of Nonprofit Endowment Funds”Andrew Lo, Egor Matveyev and Stefan Zeume examine the recent asset allocations and investment returns of US public charitable trust funds. Because of the unstructured nature of asset reporting, they manually assign each asset in each fund to one of nine categories: (1) public equity; (2) fixed income securities; (3) private equity; (4) monetary instruments; (5) hedge funds; (6) real estate; (7) real wealth and real return; (8) trusts; and (9) cooperative investment. Using tax return data that comprised 34,170 foundation funds from 2009 to 2018, you find that:

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