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The Yale University endowment is the world's second-largest university endowment and has a reputation as one of the best-performing investment portfolios in American higher education. [ 1 ] [ 2 ] [ 3 ] The endowment was established at Yale University , then Yale College, in 1718 from an initial fund of £562 provided by Elihu Yale and has grown ...
He was the chief investment officer at Yale University from 1985 until his death in May 2021. Swensen was responsible for managing and investing Yale's endowment assets and investment funds, which totaled $25.4 billion as of September 2016. [1] As of September 2019 the total amount is $30.3 billion. [2]
University endowments set records in the 2021 fiscal year largely on the back of private market investments. But it wasn't the supersized funds managed by the likes of Harvard, Stanford and Yale ...
The Dwight Hall Socially Responsible Investment Fund at Yale ("DHSRI", "Dwight Hall Fund") is an undergraduate-run socially responsible investment fund in the United States. [ 1 ] [ 2 ] Initially seeded with $50,000 from the Dwight Hall organization endowment, the fund is expected by the Dwight Hall Board of Directors and Trustees to grow to a ...
Endowment-style investing, popularized by the late David Swensen of Yale University, was once reserved for endowments, but thanks to Swensen’s stellar long-term track record, more money managers ...
Harvard has the largest endowment at $39.2 billion, with Yale at $29.4 billion. But in the latest fiscal year ending in June 2018, Yale posted a 12.3% return, beating Harvard's 10% return ...
In 2013, the endowment posted +14.4% return on investments, primarily driven by "equity markets and the university’s absolute-return portfolio." [ 4 ] In 2014, the endowment grew from $7.7 billion to $9.6 billion (an increase of $1.8 billion from a year earlier), generating a net return of +17.5%. [ 5 ]
Private institutions with very large endowments, such as Harvard University, pay a 1.4% excise tax on net endowment investment income.