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Playbooks
Raising capital from university endowments
You run a fund and want to know which endowments back managers like you, how big their checks are and how long it takes.
How endowment investment offices pick managers
What a CIO's team looks for in a first meeting, in diligence and before a re-up.
Co-investing alongside endowments
Which endowments take co-investments, and what they expect from the lead.
The endowment model, explained
Heavy alternatives, external managers and a long horizon: what the Yale model is and who still runs it.
Spending policy and payout rates
How endowments decide what to spend each year, and why most land near 5%.
The endowment excise tax, explained
Which institutions pay it, at what rate, from when, and what it changes for investment offices.
OCIO or in-house investment office
When a school, hospital or foundation should outsource, and what it costs either way.
Endowments and family offices, side by side
How family offices borrow from endowment practice, and where the two invest together.
Reading an endowment's annual report
Endowment value, net return, distribution and payout rate: what each one counts.
Building an endowment from scratch
For schools, hospitals, churches and foundations setting up a permanent fund.
