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 2016 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.

Featured

Summer Webinars

NBOA Summer Webinar Series: Financial Sustainability

NBOA’s Summer Webinar Series is back, this year addressing four critical areas of financial sustainability: enrollment and net tuition, right-sizing the operating budget, the philanthropy landscape and strategic leadership through accelerated change. While the challenges schools face may be more complex than ever before, opportunities and successes remain to be seized.

Recent Discussions