Ivy Endowments Have Topsy-Turvy Year in Fiscal 2017

“Brown and Cornell bucked their historical trends by outperforming Yale, Princeton, and Harvard. Over the past 11 fiscal years, either Brown, Cornell, or both were among the bottom two performers among Ivy League endowments.” This CIO article features interview with MPI’s Sean Ryan and discusses our 2017 Ivy Endowment returns analysis report.

Harvard’s Poor Run Holds Lessons for University Endowments

“Markov Processes International… uses a model to infer what returns would have been from the endowments’ asset allocations. This led to two key findings… ” John Authers cites MPI’s 2017 Ivy League Endowment returns analysis in his weekly Financial Times Smart Money column.

Analysing the endowment landscape

On page 12 of the article by AlphaQ, Sean Ryan, Senior Research Analyst at investment research and technology firm, Markov Processes International (MPI) examines whether endowments have adopted the Yale model.

Ivy League endowment performance

Yale’s endowment ran away from its Ivy League peers during the 2016 fiscal year with a 3.4% total return, according to a report from Markov Process International. Princeton came in second place with an 0.8% return, the only other school with a positive return. Read more about the study on Pensions & Investments.

Here’s how Yale’s endowment left its Ivy League rivals behind

MarketWatch reports that MPI said asset allocation remained the most important factor in endowment performance, as returns at Ivy League endowments dropped off over the past year.

Can Anyone Beat David Swensen?

The short answer, following a year in which the Yale CIO and the endowment he leads avoided carnage in commodities and emerging markets, is no. Here’s why.

Many Ivy League Endowments Fail To Make The Grade

There’s book smart and there’s money smart, and sometimes those two things don’t coincide. That could be the takeaway from the latest data from risk analytics firm MPI (Markov Processes International, which reviewed how Ivy League endowments are performing this year. The answer is not great for many of America’s top schools. See more about these insights on Barron’s.


Ivy League Endowments 2016 Performance Review

An 1873 meeting that brought Harvard, Yale and Princeton together to codify the rules of American football also debuted a sports conference later known as the “Ivy League — eight elite institutions whose heritage, dating from pre-Revolutionary times, became formative influences shaping American character and culture.  These schools also pioneered endowment investment management, thus helping to secure the nation’s educational legacy for posterity.