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2007 NACUBO Endowment Study (NES) sponsorship
The definitive resource on higher education investments
"Every year we evaluate the relative performance of our endowment at Wake Forest,
both in terms of all participating institutions as well as selected peer group schools,
using the NACUBO Endowment Study results.
We also review the asset allocation structures of other institutions.
There is no other tool like the NACUBO Endowment Study
in terms of comprehensiveness as well as the breadth of participation."
Louis R. Morrell
Vice President for Investments & Treasurer, Wake Forest University
Download an order form and sponsorship brochure
Download the Table of Contents from the 2006 NACUBO Endowment Study
Download screen shots of the 2006 NACUBO Endowment Study to see how sponsors are recognized
Recognized as the definitive resource on higher education investments, the NACUBO Endowment Study (NES) is the most comprehensive endowment performance compendium available. The NES is an indispensable investment management tool eagerly sought by colleges and universities nationwide. It provides a useful, in-depth look at investment practices of more than 700 of the nation’s most prestigious higher education institutions. More than 1,000 organizations accessed the results of the 2006 study.
The NACUBO Endowment Study includes:
* Listing of endowments by size
* Rate of return (aggregated)
* Asset allocation (aggregated)
* Endowment growth
* Spending rate (aggregated) and policy
* Responsibility for investment decision making (aggregated)
* Investment advisory fees
* Investment management firms and custodians
* Features of institutional investment policies
* Investment management staffing
* Percent of assets passively managed
The Top Ten Institutions listed by 2006 market value of endowment:
Harvard University
Yale University
Stanford University
University of Texas System
Princeton University
Massachusetts Institute of Technology
Columbia University
University of California
University of Michigan
The Texas A&M University System and Foundations
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Support Levels
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Platinum
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Gold
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Silver
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Bronze
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Sponsor
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Benefits
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$7,500
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$5,000
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$3,500
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$2,000
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$1,000
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Listing in the NES plus complimentary access to the study results
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X
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X
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X
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X
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X
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Recognition in Business Officer magazine (circulation 25,000)
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X
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X
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X
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X
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Recognition on Endowment area of NACUBO Web site
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X
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X
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X
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Link to sponsors web page from NACUBO Web site
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X
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X
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Recognition in NACUBO Products Catalog (circulation 25,000), and Corporate Logo included with listing in the NES Sponsor Directory
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X
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TOP LEVEL SPONSORSHIP: PRESIDENT'S CIRCLE
President's Circle sponsors receive all of the benefits mentioned above PLUS special opportunities at the NACUBO Endowment Management Forum, January 23-25, 2008, at the Millenium Broadway Hotel in New York City. Last year’s EMF was a sold-out success! As a President’s Circle sponsor, your company will receive prominent exposure in front of our forum attendees. You will also receive a guaranteed seat, allowing you to network with the top investment professionals and business officers in higher education. This is an event that no investment management company can miss. Contact us NOW if you wish to receive the maximum visibility in the study and the forum. The President's Circle is available for a limited number of firms for just $10,000.
DEADLINE: December 20, 2007 Closed!
Special Benefit for Sponsors--NACUBO Endowment Study sponsors will receive a 15% discount to advertise in these issues of Business Officer magazine:
February 2008: Special endowment-related content
March 2008: Coverage of the NACUBO Endowment Study results
NES 2007 SUPPORTERS
PRIMARY CONTRIBUTOR
TIAA-CREF Asset Management
PRESIDENT’S CIRCLE
Citi Institutional Consulting
Diversfied Investment Advisors
Iridian Asset Management LLC
John W. Bristol & Co.
Vanguard
GOLD
Callan Associates Inc.
The Element Group
Fayez Sarofim & Co.
GMO
Prime, Buchholz
State Street Global Advisors
UBS Global Investment Management
SILVER
AIG Investments
Bank of America Philanthropic Management
BNY Mellon Asset Servicing
Goldman Sachs Asset Management
The Northern Trust Company
BRONZE
Morgan Keegan & Co.
Virchow, Krause, & Company LLP
SPONSOR
Asset Strategy Consultants
Fort Washington Investment Advisors, Inc.
GlobeFlex Capital, L.P.
The Investment Fund for Foundations (TIFF)
T. Rowe Price Associates, Inc.
SPONSORSHIP INQUIRIES
David Rupp
202-861-2563 |
