Commonfund Benchmarks Study

Commonfund Benchmarks Study

NBOA is committed to providing member schools with valuable comparative data to help inform your financial decision-making processes. The Commonfund Benchmarks Study of Independent Schools is one of the finest examples of this work.

Each year, NBOA partners with one of its founding business partners, Commonfund, to conduct a survey that assesses independent school endowments and their trends. The results are analyzed to help put the data in context. The study explores a number of constructive and timely topics, including total returns, asset allocation, spending-and-fund flows, and debt. The study also covers investment management and governance.

The study can help your school answer questions such as these:

  • Have you been reviewing your asset allocation and wondered what others are doing?
  • Are you considering changing your endowment spending policy?
  • Do you know how your school compares to others of similar size and scale?

This study is an effective resource to answer these—and many other—questions.

Free Report
Download a free copy of the 2013 Commonfund Benchmarks Study.

Current and Past Studies

NBOA members can access the current and prior year reports below.

Questions? Contact Mary Kay Markunas at marykay.markunas@nboa.org or call 202-407-7135.

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NBOA Summer 2019 Webinar Series

New Summer Webinar Series: Innovations in Independent School Business Models

Learn about forward thinking solutions and strategies designed to address the unprecedented challenges around issues of enrollment, financial aid, sustainability and value perception this summer in NBOA's Summer Webinar Series. All webinars take place at 4:00 PM ET and are FREE to NBOA Members and $89 for nonmember schools.

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