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Report Card 2008

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Investment Priorities

Overview

The Investment Priorities category focuses on three areas: prioritizing return on investment, investing in renewable energy funds, and investing in community development loan funds. Points were awarded to all schools for aiming to optimize investment return, one component of a sustainable endowment. Therefore, no school received less than a "C" grade in this category.

 

Other elements of long-term endowment sustainability are investments related to clean energy and to the community. Accordingly, points were given to schools that investigated, or currently invest in, renewable energy funds or similar investment vehicles. Points were also given for investigating or investing in community development financial institutions. Such portfolio diversification at the local level strengthens communities that surround schools and contributes to their sustainability.

 

Key Findings

  • Approximately one in five schools invests part of its endowment in renewable energy funds. Nineteen percent of schools currently have endowment investments in renewable energy funds or similar investment opportunities, while an additional 17 percent are exploring endowment investments in this area.

 

  • A small number of schools invest part of their endowment in community development funds. Six percent of schools currently have endowment investments in community development funds or similar investment opportunities, while an additional 1 percent are exploring endowment investments in this area.

 

  • The average grade for the Investment Priorities category was "B-." For a full account of school performance by grade, please refer to the chart on the next page.

 

 

Grading Distribution

*"C" is the lowest grade awarded in this category.

 

Approximately one in five schools invests part of its endowment in renewable energy funds.
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