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.

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Senior Leaders Learning

Senior Leaders Seminars

Are you a senior leader at your school and attending the 2020 NBOA Annual Meeting or living in Florida? Join NBOA in Orlando Sunday, February 23 for a half-day seminar on Analyzing and Communicating School Financial Health with The Composite Financial Index or Creating a Culture of Safety with Sexual Abuse Prevention Initiatives. These seminars are being held in conjunction with the 2020 NBOA Annual Meeting, but you do not need to be registered for the Annual Meeting to participate.

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