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Results From the 2020 NACUBO-TIAA Study of Endowments

On-Demand | Originally Aired February 23, 2021 | This Recording is Part of the Endowment Master Class Series

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Economic Sustainability Leadership
The NACUBO-TIAA Study of Endowments provides the most comprehensive analysis of endowment investment returns, asset allocations, and governance policies and practices at U.S. higher education institutions and affiliated foundations. The extensive data provided by the NTSE can help institutions evaluate their investment performance and compare results by endowment size and institution type.
This session provides an overview of the results of the annual survey. The panelists look back at the types of issues endowment managers encountered in FY20, particularly during the height of the COVID-19 pandemic. We also review the strategies institutions used to confront volatile market conditions during the year, and the diversity, equity, and inclusion activities they have undertaken as a result of the civil unrest that occurred during the summer of 2020. 
This webcast is part of the NACUBO Endowment Master Class Series. Visit the series page to see other sessions available for a la carte registration or to purchase access to the whole series.
This webcast is supported by TIAA. 

Endowment Management Webcast

What You Will Learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. After participating in this program, you will be able to—

  • Appraise the market challenges presented by the COVID-19 pandemic and learn how various institutions are meeting these challenges
  • Compare your institution’s FY20 investment returns against national averages by endowment size and institution type.
  • Discover how institutions are integrating diversity, equity, and inclusion (DEI) policies into their endowment investing policies and practices.
  • Recognize differences in returns by asset class.

Who Should Attend

  • Chief Financial Officers
  • Endowment Chief Investment Officers
  • Institutional Treasurers
  • Investment and Finance Committee Board members
  • Professional Endowment Fund Managers

Meet The Presenters

  • Ivy Flores, managing director, institutional business development, Nuveen Investments
  • Charmel Maynard, associate vice president and university treasurer, University of Miami
  • Ken Redd, senior director, research & policy analysis, NACUBO
  • Ken Redd, associate dean for equity, community engagement, and outreach, NACUBO
  • Kenneth Souza, director of foundation investments, University of South Florida

CPE Information

There are no CPEs offered for this event.

Note: each individual must register to earn CPE credit.

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website

NACUBO thanks the following supporters of this event:

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Registration assistance: 877.797.7698 or

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