Debt Financing & Managment

Resources

Resource Page on Credit Ratings
Moody's Cites Increasing Challenge of Managing Endowments. Citing a correlation between higher credit ratings and the execution of better investment management, Moody’s Investors Service's rating process is focusing more attention on an institution’s investment management and governance practices.
What's a Central Bank? This holistic approach to building financial strength is not only for large, complex, decentralized universities. (Business Officer, December 2006)
Risks and Rewards When executed under the right circumstances, swaps can help institutions achieve financial goals. (Business Officer, May 2006)
Public-Private Partnerships Advance U.S. Higher Education Student Housing ProjectsStandard & Poor's report finds these partnerships beneficial in meeting the challenge of updating existing student housing facilities or developing new ones. S&P's rating methodology is also included.
Debt Rules What’s a smart way to manage debt? Develop a policy that’s in sync with your institution’s strategic plan. (Business Officer, March 2006)
Effectively Use Debt to Achieve Institutional Objectives - This on-demand webcast covers debt strategy and its relationship with the institution’s strategic plan, the basics of the capital markets and debt financing, the tools available in the capital markets, and the steps in the debt financing process. (April 11, 2006)
George K. Baum & Company's comprehensive list of nonrecourse financed privatized student housing projects completed or in progress. (PDF)
Nonrecourse Student Housing Financing Accounting & Reporting: A White Paper on Recent FASB & GASB Guidance George K. Baum & Company's analysis of recent accounting standards for nonrecourse student housing project debt. (PDF)
How To Assess And Enhance Financial Health St. Bonaventure uses a ratio analysis based on a composite financial index to communicate financial strengths and weaknesses and carry out the strategic plan. (Business Officer, April 2003)
Take A Strategic Direction With Debt The right strategy can direct your institution toward smart financing decisions about its entire debt portfolio. (Business Officer, September 2002)