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Babson College Endowment Fund

Name: Babson College

Assets Under Management: $464.6 Million (Source: Babson College on 6/30/2012)

Annual Report: The President’s Report 2012

Portfolio Insights: “For the fiscal year (FY) ending June 30, 2012, Babson achieved an operating surplus of $8.8 million on a Generally Accepted Accounting Principles (GAAP) basis, the largest in the College’s recent history.

In FY 2011, Babson’s operating surplus was $5.2 million. FY 2012 is the sixth consecutive year that Babson has been GAAP positive, and we are projecting GAAP positive performance for each of the next five fiscal years.

The College will use this surplus to continue its investments in facilities and in the endowment, which we will use to fund improvements in technology, faculty, and the student experience.” (Source)

Our team, the Endowment Fund Association (EFA) and is the #1 community and most visited website dedicated to endowment fund professionals.  We provide endowment funds with buy-side co-investment and direct investment deal origination services, outsourced chief investment officer selection help,  and also provide Endowment 500 research and Endowment Database Solutions.

Top Babson College Endowment Fund Headlines:

1) Babson College’s historic Babson Rising campaign has raised more than $216 million dollars, completing a multiyear effort that is supporting the development of academic and research activities, providing scholarships to deserving students, supporting programs that advance Babson’s mission, and strengthening Babson’s renowned entrepreneurship-infused curricular and co-curricular offerings.  More than 17,500 alumni, faculty, staff, students, parents, friends, and organizations contributed their support to help Babson’s mission to educate entrepreneurs of all kinds.

​Last fall, with the help of two anonymous bequests totaling $58.7 million, Babson announced that the Babson Rising campaign had raised over $200 million; successfully exceeding its fundraising goal nearly three months before the campaign’s scheduled closing date. (Source)

2) Sadie Burton-Goss, Ph.D. has been named Chief Diversity and Inclusion Officer at Babson College, reporting to President Len Schlesinger. As CDIO she will provide strategic leadership and counsel, driving Babson’s mission to continuously create and sustain a culture of inclusion for all members of the Babson Community (students, faculty, staff, and alumnae). She joins Babson College following a distinguished career as an internal and external senior leader, consultant and successful entrepreneur focused on the development of high performing diverse leaders and organizations. “Every now and then the stars align and you are in the right place at the right time, for the right work. What a privilege it is to join Babson College and its leaders in this role. Babson’s VISION, mission and strategy articulate a clear commitment to diversity and inclusion for global impact maximizing social and economic value”. (Source)

3) The Babson College Fund (BCF) is an academic program in which specially selected students from both the Undergraduate and Graduate schools manage a portion of the Babson College endowment. The program builds students’ investment research and portfolio management skills, and offers practical experience.

The student-run fund is an accredited course offered to a select group of undergraduate and MBA students and is guided by faculty and Executives in Residence. It has beaten the S&P 500 for the seven-year period ending May 8, 2014, surpassing some professional managers hired to manage the equity portion of the Babson endowment. (Source)

4) Babson College is a private business school located in Wellesley, Massachusetts near Boston. Founded in 1919, Babson College centers its offering around entrepreneurship and offers bachelors and masters degrees. The school currently has an undergraduate acceptance rate of 28.1%.

Babson offers all undergraduates a bachelor of science degree in business management while the F. W. Olin Graduate School of Business at Babson College offers MBA degrees. Students are also given the option to declare concentrations their senior year from a broad range of subjects in various business and other fields. Programs are accredited by Association to Advance Collegiate Schools of Business (AACSB) and the college itself has been regionally accredited by the New England Association of Schools and Colleges (NEASC) since 1950. (Source)

5) Boston’s Babson College has a well earned reputation for its innovative programs that promote entrepreneurial leadership. The Babson College Fund (BCF) is an example of this tradition.

“The BCF is more than a student-run investment club,” says the fund’s program director Finance Professor Steven Feinstein. Open to both Babson undergraduates and MBA students, the BCF “is a combination of academic course, money management organization and investment portfolio, where selected students manage a portion $1.2 million of the Babson College endowment.”

The BCF students are divided into four sector teams: technology, basic materials, consumer and industrials. Why? “Sector specialization provides students with a more manageable set of companies to research and understand,” explains Feinstein. (Source)

About Richard C. Wilson