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.
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.
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
Kenneth Souza, director of foundation investments, University of South Florida
Estimated 1 CPE Credit
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 www.nasbaregistry.org.
NACUBO thanks the following supporters of this event: