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WorksheetsEndowments - The Most Fun Channel!
Total questions: 10
Worksheet time: 4mins
What is an endowment?
A Big Pile of Cash
Pool of assets controlled by the President to meet the needs of the endowment
Perpetual pool of assets to meet the mission of a nonprofit organization
A private equity fund
What is the purpose of an endowment?
Pay down debt
Hire staff
Invest for the future
Fundraiser for grants
What happens to endowment money?
Donated or invested
Lost overtime
Keep in gold bars in the CIOs office
Spent at investment staff discretion
Which Ivy League School has the largest endowment?
Who is our longest standing E&F client?
MIT
Yale
Vincent Memorial
MA Audubon Society
Which endowment client saved the firm in 1977?
Beth Israel Lahey
Northwestern
Notre Dame
MIT
How many endowment clients does Wellington have?
Which endowment has the highest 10-year return?
Yale
Bowdoin
Stanford
MIT
What asset class is favored by nonprofits?
Fixed income
Public equities
Real estate
Alternatives
How big is the US Endowment market?
$2 trillion
