The 2021 NACUBO-TIAA Study of Endowments shows that college and university endowments posted stronger-than-expected investment returns in fiscal year 2021. While these higher returns are welcome news, they bring added pressure for universities to spend more endowment dollars to support students and faculty. The returns also come as campus leaders are facing rising inflation, lower enrollments, and increasing calls for adding new diversity, equity, and inclusion policies.
This session provides an overview of the results of the 2021 NACUBO-TIAA Study of Endowments, the most comprehensive analysis of endowment investment returns, asset allocations, and governance policies and practices at U.S. higher education institutions and affiliated foundations. College and university chief investment officers and other panelists will look back at the investment returns, asset allocations, and other factors that influenced performance in fiscal 2021. Panelists will also address the new, more volatile financial market conditions they are facing in 2022. We will also review the potential changes in spending strategies institutions used during the year, and the diversity, equity, and inclusion activities they have undertaken as a result of the civil unrest that occurred during the summer of 2020.
- Compare your institution’s FY21 investment results against national averages by endowment size and institution type.
- Recognize differences in returns by endowment sizes and asset class.
- Appraise the market challenges in fiscal 2022.
- Discover how institutions are integrating diversity, equity, and inclusion (DEI) policies into their endowment investing policies and practices.