Endowments

A deeper look inside the investment returns of some of the most prestigious endowments in the world.

Every fall brings with it excitement and some surprise in a much-watched annual contest. No, we’re not talking about the World Series but rather endowment-reporting season when most schools report their fiscal year investment returns.

In this section of our Research we will focus on analyses of the top endowment funds using MPI Stylus, which has become a solution for investors assessing complex funds and those with limited data disclosures (e.g., hedge funds). The project below is an attempt to bring more transparency to the opaque world of some of the most largest and successful investors in the world. MPI’s analyses provide insight into these top endowments that cannot be achieved using other methods and suggests reasons for the range of performance outcomes they report.

In-depth Endowment Research

Using MPI’s Dynamic Style Analysis and public annual return disclosures we attempt to provide transparency on allocation decisions and performance results of some of the largest and most successful investors in the world.