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Report Card 2010

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. Since points were awarded to schools for aiming to optimize investment return—one component of a sustainable endowment—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 awarded 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

  • More than two in five schools invest part of their endowment in renewable energy funds. Forty-four percent of the schools currently have endowment investments in renewable energy funds or similar investment opportunities, while an additional forty-eight percent are exploring endowment investments in this area.


  • One in seven schools invests part of its endowment in community development funds. Fourteen percent of schools currently have endowment investments in community development loan funds or similar investment opportunities, while an additional 14 percent are exploring endowment investments in this area.

 

  • A number of the schools invest a portion of their endowment in on-campus projects to advance energy and/or water efficiency. Four percent of the schools currently have endowment investments in on-campus efficiency projects, while an additional 9 percent are exploring endowment investments in this area.

 

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

 

 

                                                                            Leading by Example

 

One in seven schools invests part of its endowment in community development funds.
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