The 2021 NACUBO-TIAA Study of Endowments shows that college and university endowments posted stronger-than-expected investment returns in fiscal year 2021. While these higher returns are welcome news, they bring added pressure for universities to spend more endowment dollars to support students and faculty. The returns also come as campus leaders are facing rising inflation, lower enrollments, and increasing calls for adding new diversity, equity, and inclusion policies.
This session provides an overview of the results of the 2021 NACUBO-TIAA Study of Endowments, the most comprehensive analysis of endowment investment returns, asset allocations, and governance policies and practices at U.S. higher education institutions and affiliated foundations. College and university chief investment officers and other panelists will look back at the investment returns, asset allocations, and other factors that influenced performance in fiscal 2021. Panelists will also address the new, more volatile financial market conditions they are facing in 2022. We will also review the potential changes in spending strategies institutions used 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.
Compare your institution’s FY21 investment results against national averages by endowment size and institution type.
Recognize differences in returns by endowment sizes and asset class.
Appraise the market challenges in fiscal 2022.
Discover how institutions are integrating diversity, equity, and inclusion (DEI) policies into their endowment investing policies and practices.
This webcast is part of the Endowment Leadership Series. Visit the series page to see other sessions available for a la carte registration or to purchase access to the whole series.
Sidney Evans, executive vice president for finance and administration, Morgan State University
Bob Huth, executive vice president and chief financial officer, Stetson University
Ivy Flores, managing director, institutional business development, Nuveen Investments
Ken Redd, senior director, research & policy analysis, NACUBO
Ken Redd, senior director, research and policy analysis, NACUBO
Estimated 1.5 CPE Credits
CPE credit is not available for On-Demand programs at this time.
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.