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Report Card 2009

2007 | 2008 | 2009 | 2010 | 2011

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 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.

 

KeyFindings

  • Over one-third of schools invest part of their endowment in renewable energy funds. Thirty-five percent of schools currently have endowment investments in renewable energy funds or similar investment opportunities, while an additional 18 percent are exploring endowment investments in this area.

  • One in ten schools invests part of its endowment in community development funds. Ten percent of schools currently have endowment investments in community development funds or similar investment opportunities, while an additional 6 percent are exploring endowment investments in this area.

 

  • The average grade for the Investment Priorities category was “B.” For a summary of grade distribution for this category, please refer to the chart on the right.  

 

 

Grade Distribution

 

 

Over one-third of schools invest part of their endowment in renewable energy funds.
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