Higher education endowments are increasingly complex, marked by uncertainty, evolving stakeholder expectations, compliance requirements, and evolving governance practices. To help universities deal with these challenges, the Intentional Endowment Network (IEN) has developed the Endowment Impact Benchmark (EIB). This robust framework is designed to help institutions understand and evaluate social and environmental considerations within the context of endowment management. The EIB provides a comprehensive benchmarking framework that allows institutions to compare their endowment performance against peers. The benchmarking data offer critical insights into effective investment strategies that prioritize both financial returns and mission alignment.
The session will feature a panel of endowment leaders from EIB participant institutions who will share their firsthand experiences in using the tool. We will discuss successful implementation and communication strategies that foster a culture of transparency and collaboration. Throughout the session, we will reflect on lessons learned and provide insights that can save time and resources for others embarking on similar journeys. Participants will leave with a detailed roadmap for initiating benchmarking practices at their institutions, including how to identify key metrics, establish clear communication protocols, and foster collaboration among stakeholders.