Ivy endowments

Most endowments have been propped up by a similar concentration in private assets. The ones that suffered the worst, however, couldn’t have been more different in their approach.

MPI is continuing its long tradition of bringing you special insights into the true drivers of endowment performance and risk. Stay tuned for the launch of our new Endowments research hub, and exciting daily updates throughout the FY2022 reporting season.

We embarked on a project to estimate 2022 FY performance for Ivies and major US university endowments… weeks before official reports become available.

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.

The reason behind Brown University’s endowment outperformance is not what most people think, according to an analysis from MPI. Read more from Julie Segal, in Institutional Investor.

In his latest article, Chief Investment Officer’s Michael Katz, explores MPI’s analysis of how Brown University’s endowment has managed to outperform its rivals in recent years.

AlternativesWatch’s Susan Baretto explores how MPI’s patented analysis technique — Dynamic Style Analysis, was used to dissect Brown University’s endowment annual returns, providing a plausible explanation of the outlier’s spectacular FY20 results.

Read more on MPI’s annual assessment of the Ivy League Endowments, featured in Chief Investment Officer, where our analysts provide a deeper look into FY20 performance and the likely reasons behind the sharp drop over FY19.

ThinkAdvisor features MPI’s analysis on the FY20 Ivy Endowment results, with Brown standing out as the exception; beating a 60–40 portfolio of U.S. domestic stocks and bonds.