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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Business Intelligence for Independent Schools (BIIS)

BIIS open for data collection August 19 - October 11

Gain access to a powerful set of benchmarking and analysis tools by entering your data into NBOA's signature data collection platform, Business Intelligence for Independent Schools (BIIS). Built by business officers, for business officers, BIIS provides independent schools with a comprehensive look at their financial health, sustainability and staffing compared to similar schools in a national data set.

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