Skip to Main Content

Should Universities Spend More From Their Endowments?

Picture of Head of CA Institute
Tracy Filosa Head of CA Institute

During the virus-driven recession, universities are wrestling with whether they should dip deeper into their endowments. In this Chief Investment Officer article, Tracy Filosa, Head of CA Institute, discusses the results of a recent client survey.

“There is a great deal of uncertainty like we haven’t seen ever before,” said Tracy Filosa, Head of CA Institute at Cambridge Associates. “This is a year that really stands out and shows that these organizations are looking everywhere including the endowment to try to figure out how to balance their financial equation. A small increase one time is not going to have a substantial impact, but a much higher increase, and especially if it’s for multiple years, can significantly change the market value of the endowment and how it supports the institution going forward,”  Filosa added.

Read the full article here.

Tracy Filosa - Tracy is a Managing Director and Head of CA Institute.

Last Updated:

 

About Cambridge Associates

Cambridge Associates is a global investment firm with 50+ years of institutional investing experience. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients implement and manage custom investment portfolios that generate outperformance and maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates. Contact us today.

This website is directed and intended to be accessed by persons who satisfy any of the following criteria:

  1. A professional client or an eligible counterparty*
  2. A financial advisor or financial intermediary acting on behalf of a professional client or eligible counterparty*
  3. An employee or prospective employee

If you satisfy any of these criteria, please click confirm to proceed:

Please check this box to remember my choice

*As defined in the Markets in Financial Instruments Directive (Directive 2014/65/EC) as amended or updated (MiFID)

This website is directed and intended to be accessed by persons who satisfy any of the following criteria:

  1. A regulated financial entity*
  2. An institutional investor, investment professional and other entities or individuals who are qualified to operate in financial markets involving regulated financial activity as defined by its local country regulator
  3. An employee or prospective employee

If you satisfy any of these criteria, please click confirm to proceed:

Please check this box to remember my choice

*An entity regulated by its local country regulator which may include banks, collective investment schemes, endowments, foundations, investment managers, insurance companies, pension funds and intermediaries

The information contained herein is not suitable for retail investors.

Please contact us if you have any questions: ContactCA@cambridgeassociates.com

If you clicked decline in error, please click here