Totaling $30. David Swensen, manager of the Yale endowment and the university’s chief investment officer, is smarting. More detailed statistics are available from the Office of Institutional Research. 3 billion on June 30, 2019, the Yale Endowment contains thousands of funds with various purposes and restrictions. Yale University grew its endowment by 5.7% in the 2019 financial year, reaching $30.3 billion in assets. Approxi-mately 82% of funds constitute true endowment, gifts restricted by donors to provide long-term funding for designated purposes.The remaining funds represent quasi-endowment, monies that the Yale Corporation chooses to invest and treat as Endowment. Over the past 30 years, Yale dramatically reduced the Endowment's dependence on domestic marketable securities by reallocating assets to nontraditional asset classes. In 2020, the portfolio granted a 2.12% dividend yield. Investment return of 6.8% brings Yale endowment value to $31.2 billion. Regina Serniak Stewart creates a scholarship fund in the School of Art. The facts below address some frequently asked statistical questions about Yale. It is an honor to present the Yale Financial Report for 2019-2020, which reflects the exceptional expertise and ... endowment, the largest source of income for the university, was $1,438 million, an increase of 6.2% over the prior year. Yale targets a minimum allocation of 30% of the endowment to market-insensitive assets (cash, bonds, and absolute return). Yale recently announced that its endowment returned a paltry 5.7% over the past year. Such assets will outperform in a bear market and underperform in a bull market. Medical services income, the second largest revenue source for the university, grew by 4.6% to Annual Report of Giving to Yale 2019–2020. Yale’s Endowment Reaches New High. The study of culture, history, philosophy, and creative expression is vital to Yale’s mission and fundamental to its identity. In 1989, nearly three quarters of the Endowment was committed to U.S. stocks, bonds, and cash. The university further seeks to limit illiquid assets (venture capital, leveraged buyouts, real estate and natural resources) to 50% of the portfolio. In 2018–2019, alumni, parents, and friends fostered Yale’s long-standing strengths in the humanities with funding for its collections, libraries, and academic programs and support for the renovation of 320 York Street. In the last 10 years, the portfolio obtained a 8.91% compound annual return, with a 9.22% standard deviation. Nurturing Artistic Talent. The David Swensen Yale Endowment Portfolio is exposed for 70% on the Stock Market. It's a High Risk portfolio and it can be replicated with 6 ETFs. Yale’s results trailed those of its largest rivals, Harvard and Stanford – both of which returned 6.5%. September 11, 2019, 5:00 AM EDT Updated on September 11, 2019, 6:00 PM EDT SHARE THIS ARTICLE ... processes favor skilled and experienced investors,” a 2003 Yale endowment annual report read. 10 Universities With the Biggest Endowments Each of these universities had more than $10.9 billion of endowment money at the end of fiscal year 2019… More than 43,000 of you gave this year to support Yale students and faculty. ... 2019-2020 Factsheet 2018-2019 Financial Report 2019 Endowment Update Report of the Committee on Freedom of Expression (Woodward Report) Fall 2019 Enrollment. 2019 endowment Update Report of the Yale endowment portfolio is exposed for 70 % on the Stock.! David Swensen Yale endowment contains thousands of funds yale endowment 2019 various purposes and restrictions and underperform in bull..., bonds, and absolute return ) of Institutional Research fund in the 10. Committee on Freedom of expression ( Woodward Report ) Fall 2019 Enrollment of culture, history,,. 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