List of colleges and universities in the United States by endowment, Endowments per student greater than $1million, Last edited on 27 February 2023, at 23:56, University of North Carolina at Chapel Hill, Lists of institutions of higher education by endowment size, "National Association of College and University Business Officers", "Harvard's Endowment Soars to $53.2 Billion, Reports 33.6% Returns", "Yale endowment earns 40.2% investment return in fiscal 2021", "Stanford reports 'record year' of investment returns, nets $12.1 billion in gains", "Princeton's endowment returns continue to support University mission and impact", "Wealthy colleges face uncertainty as they seek ways to avoid new endowment tax", "The wealthiest universities are paying big endowment tax bills, but how much are others who are on the hook paying? Investment returns have consistently exceeded the Policy Portfolio benchmark. Your email address will not be published. The 9.6% endowment decline, which brought the endowments total value to $2.94 billion, came in sharp contrast to the record-breaking 46.5% returns the College enjoyed last fiscal year. The school's 500-acre campus in Wellesley, Massachusetts features a gorgeous landscape that provides a tranquil learning environment. In the past fiscal year, BC's endowment jumped by around $1.2 billion, bringing the endowment's total to $3.8 billion. Prestige, endowment, program rank, acceptance rate, tuition, notable professors, student life, et cetera so has literally every single other rankings list that claims to be valid In a letter to the college community, President Elizabeth Bradley outlined plans to overcome a projected $3-5 million deficit for 2020 and a deficit between $5-50 million for 2021. According to Chief Investment Officer, Debby Kuenstner, the losses were driven primarily by the poor performance of financial markets, which include public equities, hedge funds, fixed income, and private investments, which yielded negative returns. The schools we've detailed on this list represent the top 25 choices for an affordable liberal arts college with the best return on investment. Copyright Trustees of Wellesley College | Wellesley College 106 Central Street Wellesley, MA 02481 (781) 283-1000, We encourage you to reach out for a one-on-one discussion about endowed giving opportunities by emailing, For more details about the College's endowment, including annual investment performance and endowment contributions to Wellesleys annual budget, see the. Established in 1870 as a seminary for women, Wellesley College has grown to be one of the largest and most influential women's colleges in the world. The Student Organization and Appointments Committee of Student Government appoints two student representatives to the Subcommittee. Bowdoin College reported a 57.4 percent return during fiscal 2021, which ended June 30. The average starting salary for recent Wellesley College grads is $65,631 a year. As an endowment donor, you choose where to direct your gift, in consultation with the College. About 54% of Grinnell's annual operating revenue comes from the endowment. . 3Semi-marketable investments include strategies focused on absolute return. Lewis & Clark College is a private liberal arts college in Portland, Oregon.Originally chartered in 1867 as the Albany Collegiate Institute in Albany, Oregon, the college was relocated to Portland in 1938 and in 1942 adopted the name Lewis & Clark College after the Lewis and Clark Expedition.It has three campuses: an undergraduate College of Arts and Sciences, a School of Law, and a Graduate . Opportunities for establishing endowed funds begin at $150,000. To consistently deliver news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Indeed, Wellesley's recently approved 2008-2009 financial report puts a fine point on Bottomly's message, showing that the private college's endowment declined 17 percent from July 2008 . The loss also . ', AVP for Finance, Controller and Assistant Treasurer, Copyright Trustees of Wellesley College | Wellesley College 106 Central Street Wellesley, MA 02481 (781) 283-1000. [9][10] Critics note that the tax could threaten financial aid for low-income students, stifle social mobility, and obstruct life-saving research. Matthew Veilleux rejoined Wellesley College in July 2019 as an Investment Director. The Investment Office serves Wellesley College's missionto provide an excellent liberal arts education for women who will make a difference in the worldthrough the management and oversight of key College financial assets and benefit plans. For example, a donor my give the College a $1,000,000.00 with the intent that the income earned will go to support Financial Aid. The lavish spending was made possible by the earnings from Harvard's $36.9 billion endowment, the world's largest. Chicago, IL 60601. In the last three years, the cost of attendance and average net price at public and private four-year institutions have actually . Endowment per Student at Selected Colleges (2021) Endowment is a college's biggest source of financial aid. Wellesley 1,419,643 3,236,785 2,280 : Notre Dame 1,411,082 18,074,543 12,809 : Dartmouth . The National Association of College and University Business Officers (NACUBO) maintains information on college endowments. Tuition and fees (in-state) $56,052. Emmett Jennett joined Wellesley College as an Investment Analyst in July 2015. Wellesley College has a long history of providing an excellent liberal arts undergraduate education for women. Investment performance drove the June 30, 2021 value of the pool to $3.226 billion, an increase of $958 million from the prior year. For example, Wellesley College in Massachusetts grew enrollment by about 9% in the five years prior to the pandemic while also padding its endowment, which ended fiscal 2020 at $2.2 billion. Donors receive annual reports on their endowed fund's performance. More Emmett Jennett '15 Investment Associate Emmett Jennett joined Wellesley College as an Investment Analyst in July 2015. Exposure to fossil fuel investments is expected to decline over the next several years as existing investments fully liquidate. 4Fixed Income Benchmark is a weighted average of the Barclays 5+ Year Treasury Index and the Citigroup World Government Bond Index. The SIR determines the Colleges proxy voting policy and votes proxy proposals not covered by the policy. In Fiscal 2021, the Long-term Investment Pool had a record investment return of 46.5%. Mailing address:Wellesley CollegeController's Office106 Central St., GRH139Wellesley, MA 02481-8203, Higher Education Emergency Relief Fund (HEERF). Debby Kuenstner 80 is Wellesley's chief investment officer. Over the long term, we have had top quartile investment returns, she said. Listed on 2023-02-25. Current Assets for Wellesley College is $2,991,368,000 and SWFI has 6 periods of historical assets, 10 personal contacts available for CSV Export. The Board in April voted to take $125 million out of the endowment for urgent repairs, Kuenster reported. The program is for highly self-motivated individuals with a strong interest in finance and investments. Grinnell College has three primary sources of revenue: 1) the annual endowment spending distribution, 2) revenue from students, and 3) philanthropic support, plus other auxiliary operations (e.g. More Debby Kuenstner '80 Chief Investment Officer All Rights Reserved. On U.S. News and World Report's list of the National Liberal Arts Colleges, the college is now placed fifth. Endowments, foundations expect to increase alternatives allocations CAPTRUST, College endowments post an average net 8% loss in fiscal year, Sponsored Content: 2023 Investment Outlook, The Institutional Investors Guide to ESG Investing, Climate Change: The Inescapable Opportunity, 2022 Defined Contribution East Conference, Compare returns of school endowments with P&I's Endowment Returns Tracker, Wellesley College records 8.8% fiscal-year return, Trinity University endowment returns 36.3% for fiscal year, Colgate University returns 35.8% return for fiscal year. 2008-2023 Sovereign Wealth Fund Institute. An endowed fund is usually given to the College with the intent that it is a permanent fund for the support of the College, usually with a specific intent such as scholarship, prize, professorship, etc. Wellesley College's Endowment. So endowment distributions in [the 2023] fiscal year, what were spending right now, was driven in large measure by that extraordinary return that we had [in the 2021 fiscal year], Kuenster said. Sovereign Investor Leadership Conference March 2023, Segment percentages and amounts available on swfi.com. Choose your news we will deliver. The Investment Committee is charged with making recommendations to the Board of Trustees and reports to the Board all recommendations made by the SIR. The Need for Speed in Trend-Following Strategies, Global Fixed Income: Volatility and Uncertainty Here to Stay, Morningstar Indexes' Annual ESG Risk/Return Analysis, 2023 Outlook: The Top Five Trends to Monitor in the Year Ahead, Show Me the Income: Discovering plan sponsor and participant preferences for cr, The Future of Infrastructure: Building a Better Tomorrow, For institutional investors, ETFs can make meeting liquidity needs easier, Gold: the most effective commodity investment, 2021 Investment Outlook | Investing Beyond the Pandemic: A Reset for Portfolios, Ten ways retirement plan professionals add value to plan sponsors. For the past few years, Oberlin has drawn about 5 percent of its endowment for operating expenses . The table below compares the Policy Portfolio and the actual asset allocation on June 30, 2021. . This information is readily accessible in Workday if you have the correct gift role. The endowments investment returns are strong compared to a variety of common yardsticks. The principal (gift amount) will be invested in perpertuity and the income earned from this investment will be used for the purpose designated by the donor. Participation requires a two-semester commitment. yAy!!!) For more details about the College's endowment, including annual investment performance and endowment contributions to Wellesley's annual budget, see the 2021 Endowment Fact Sheet. I'm applying there and rejection is always a thing. In executing the investment strategy, the Investment Office team aims to add value within asset classes through long-term partnerships with strong performing, highly ethical investment managers. When we had the 46.5% return in the fiscal year 2021, we suspected that nothing in the underlying economy had changed so much to justify such a big increase, she said. Still, the immediate challenge of inflation may put pressure on the endowments support for the budget, given the unpredictable nature of the economy. Average starting salaries vary by discipline, but the average starting salary for all 2021 graduates was around $60,000 a year. 2Long Term Alternatives are measured against the Cambridge Associates Private Equity, Growth Equity, Venture Capital, Distressed, Natural Resources and Real Estate indices. Wellesley total enrollment is approximately 2,280 students. [3] Wellesley is frequently considered to be one of the best liberal arts colleges in the United States. It reports to the Investment Committee annually regarding the Subcommittees deliberations and actions taken in voting the Colleges proxies related to its public stock holdings. Tuition and fees (out-of-state) $56,052. You can see the balance in the gift in 'FIN Gift Spendable Balance. After accounting for inflation, college prices are now dropping. 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