A tool to assess independent school endowments and their trends.
NBOA is committed to providing member schools with valuable comparative data to help inform your financial decision-making processes. The Commonfund Benchmarks Study of Independent Schools is one of the finest examples of this work.
Each year, NBOA partners with one of its founding business partners, Commonfund, to conduct a survey that assesses independent school endowments and their trends. The results are analyzed to help put the data in context. The study explores a number of constructive and timely topics, including total returns, asset allocation, spending-and-fund flows, and debt. The study also covers investment management and governance.
The study can help your school answer questions such as these:
- Have you been reviewing your asset allocation and wondered what others are doing?
- Are you considering changing your endowment spending policy?
- Do you know how your school compares to others of similar size and scale?
This study is an effective resource to answer these—and many other—questions.
2017 Commonfund Benchmarks Study
Participation is open through December 8, 2017.
Download a free copy of the 2011 Commonfund Benchmarks Study.
NBOA members can access the current and prior year reports below.
Contact Mary Kay Markunas at email@example.com or call 202-407-7135.