MPI Research team projected Ivies to have an average loss of -2.9%, with Yale potentially gaining 2.4%. Larger endowments ($1B or more) expected to lose 5.4%, while smaller endowments’ ($500M-$1B and $100M-$500M) losses will be higher at -7.2% and -7.4% respectively. These projections represent a valuable data point for CIOs looking for peer comparisons while valuing their portfolios. Read the entire report below:
We embarked on a project to estimate 2022 FY performance for Ivies and major US university endowments… weeks before official reports become available.
Institutional Investor features MPI’s latest research series on university endowments in fiscal year 2021. In the article, Co-founder and CEO Michael Markov discusses how asset allocation played a far more important role in returns than manager selection.
Haunted by the ghosts of 2009, Harvard endowment’s lower risk appetite still pays off with a 33.6% return.
Bowdoin College Endowment has been outperforming all Ivies on a 10-year basis since 2015 with its latest FY2021 result bringing it to 14.4%, an almost impossible number to beat.
UPenn’s $20.5 Billion endowment posted a return of 41.1% for FY 2021, driven by strong returns in private equity and venture capital.
For the second straight year, Brown outperformed all other Ivy endowments by a large margin. Our research team, using MPI Stylus Pro to dissect the endowment annual returns, provides a plausible explanation of the endowment’s spectacular results.
We take a quick look at Ivy schools’ endowments’ performance results both for the 2020 fiscal year and also long-term for 10-year periods.
Using our analytical tools and publicly available endowment annual performance data, we project FY2019 performance of large and small endowments, as well as the Ivy League average and Yale
We sought to examine the relationships between endowment size, pedigree and exposure to private assets and what impact that may have on portfolio risk using advanced quantitative methods and a cutting edge methodology to better model the true behavior and risk profile of private market assets.