Eshragh Motahar
 

Office Information,  Location:  Lippman 218;  Telephone:  518.388.6065;  E-mail:  motahare@union.edu

• Union College Endowment, September 2023 (PowerPoint)
• Union College Endowment, May 2023
• Change in Endowment Market Value, Peer Institutions, FY2021-22.  April 2023.
• Union College Endowment:  Six Failures, January 2023.
• Union College Endowment, May 2022.
• Union College Endowment:  Some Answered Questions, May 2022.
• Presentation, AAUP meeting.  April 2021.
• Notes on Investment Management and Incentive Fees, Union College.  April 2021.
• Union College Endowment: An Analysis and Evaluation of Investment Strategy and Performance.  January 2021.

In the Concordiensis

• Update: Union’s endowment no longer makes investment fees public.  By Bianca Ring, Concordiensis, May 2022
• Economics Professor analyzes endowment investments.  By Akriti Dhasmana, Concordiensis, March 11, 2021.
• Faculty retirement benefit cuts and endowment mismanagement.  By Harrison Berger, Concordiensis, March 11, 2021.

• Bibliography on Endowment Management
• Highly recommended:
  • 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.
     

Data Sources/Blogs/Misc

• NACUBO:  Historic Endowment Study Data
• Highly recommended:  Richard M. Ennis
• ICIJ
• SEC Filing
• College Consolidations since 2016
• Union's US News Rankings

Union College Sources

• Understanding Union College's endowment
• The Union endowment, Posted on Sep 17, 2008
• Financial Reports