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How Higher Education Endowments Thrived in Fiscal 2025
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News Archive | Chief Investment Officer
Despite liquidity issues, taxation concerns and federal funding cuts, the median university endowment returned 11.2% in fiscal 2025, according to a report from NEPC, with the highest performers exceeding 15%.
The fiscal year ran through June 30, 2025, for most institutions.
The highest-performing endowments tended to have higher allocations to public equities, benefiting from the third year of a tech and artificial intelligence-fueled rally—especially in large-cap tech stocks.
NEPC’s Hatton wrote that while large equity allocations benefited smaller endowments, investment managers’ returns were dispersed broadly.
More on this topic:Tags: Endowments, NEPC