Reports
By Eshragh Motahar
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Union College Endowment,
February 2024
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Union College Endowment, January 2024
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Union College Endowment, September 2023 (PowerPoint)
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Union College Endowment,
May 2023
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Change in Endowment Market Value, Peer Institutions, FY2021-22.
April 2023.
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Union College
Endowment: Six Failures, January 2023.
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Union College Endowment,
May 2022.
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Union College Endowment:
Some Answered Questions, May 2022.
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Presentation, AAUP meeting. April 2021.
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Notes on Investment Management and Incentive Fees, Union College.
April 2021.
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Union College Endowment: An Analysis and Evaluation of Investment
Strategy and Performance. January 2021.
In the Concordiensis
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Endowment Management Costs Union Tens of Millions. By Fatima
Javed, Concordiensis, March 9, 2024.
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An Analysis and Evaluation of Union College’s Endowment Investment
Strategy and Performance. By Muhammad Hassan Aamir,
Concordiensis, October 7, 2023.
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Update: Union’s endowment no longer makes investment fees public.
By Bianca Ring, Concordiensis, May 27, 2022.
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Economics Professor analyzes endowment investments. By Akriti
Dhasmana, Concordiensis, March 11, 2021.
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Faculty retirement benefit cuts and endowment mismanagement.
By Harrison Berger, Concordiensis, March 11, 2021.
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Bibliography
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Bibliography on Endowment Management
- Highly recommended:
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Richard M. Ennis
A major source of solid research on endowment management.
- Caron, Paul, “Enormous Endowment Fund Management Fees
Contribute To Higher Ed's Financial Woes.” TaxProf Blog,
March 11, 2021.
Here.
- Eaton, Charlie, Bankers in the Ivory Tower: The Troubling
Rise of Financiers in US Higher Education. University
of Chicago Press, 2022.
Here.
- [from a wider perspective] Mazzucato, Mariana, and
Collington, Rosie, The Big Con: How the Consulting Industry
Weakens Our Businesses, Infantilizes Our Governments, and Warps
Our Economies. Penguin Press, 2023.
Data Sources/Blogs/Misc
Union College Sources
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