NACUBO Releases Results of the 2008 Endowment Study and Endowment Follow-up Survey

WEBCAST: The Higher Education Accounting Forum Online Wednesday, May 29, 2013 10:00 AM - 5:00 PM ET
WEBCAST: Improve Your NFP Audit and Accounting Guide IQ Wednesday, June 26, 2013 1:00 PM ET
ON-DEMAND: <a href="Distance_Learning/On-Demand_Webcasts/OD_The_Cashless_and_Paperless_Business_Office.html">OD: The Cashless and Paperless Business Office
ON-DEMAND: <a href="Distance_Learning/On-Demand_Webcasts/OD_Affordable_Care_Act_Implementation_Roadmap_for_Colleges_and_Universities.html">Affordable Care Act: Implementation Roadmap for Colleges and Universities

January 29, 2009

During fiscal year 2008, college and university endowments had an average return of -3 percent, according to the 2008 NACUBO Endowment Study (NES). The NES offers more than 50 data tables on investment performance, asset allocation, and investment management policies, practices, and strategies. The 2008 NES represents 791 college and university endowments totaling more than $412 billion in endowment assets. The NES executive summary and the complete study are available for purchase and download. These online products provide you with instant access to results of this year's study.

In addition, NACUBO conducted a follow-up survey which provides a snapshot of endowment performance from July 1 through November 30, 2008. For most institutions, this time period represents the first five months of FY09. In this time span, the average endowment had a return of -22.5 percent, and collectively endowments lost roughly $94.5 billion in market value. A press release regarding the NES and the follow-up survey report are available for free on the Public NES Tables Web page.