ERIC Number: ED178002
Record Type: RIE
Publication Date: 1979
Results of the 1978 NACUBO Comparative Performance Study and Investment Questionnaire.
Dresner, Bruce M.
Information from the 1978 Comparative Performance Study and investment questionnaire conducted by the National Association of College and University Business Officers is presented. One hundred forty-four institutions provided information about 164 investment pools. The Comparative Performance Study provides participating institutions with comparative performance data on their endowment pools. The investment questionnaire provides additional pertinent information relating to endowment funds and their management. All performance figures and other related figures have been computed with annual data supplied by each institution. The theory behind the methodology for the investment pool comparative performance computations and an explanation of performance calculations are presented in appendices. The confidential nature of participant responses to investment performance questions has been maintained through use of code numbers; however, select nonperformance data have been identified by institution in the belief that this information is most useful when so identified. Data are included on: performance by investment objectives; performance by size; equity-only performance; internal investment management performance; shifts in investments; distribution of asset composition; asset diversification; equity price earnings ratio; noncontrollable assets; risk measurement and return; stock and bond turnover; and investment advisory fees and discretion. (SW)
Descriptors: Comparative Analysis, Educational Finance, Endowment Funds, Financial Support, Higher Education, Institutional Characteristics, Investment, Questionnaires, Statistical Analysis, Trusts (Financial)
National Association of College and University Business Officers, One Dupont Circle, Suite 510, Washington, DC 20036 (members $15; nonmembers $50)
Publication Type: Numerical/Quantitative Data; Reports - Research
Education Level: N/A
Authoring Institution: National Association of College and University Business Officers, Washington, DC.