2003 NACUBO. Endowment Study. the definitive resource of higher education investments
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1 NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS 2003 NACUBO Endowment Study the definitive resource of higher education investments S P O N S O R S H I P O P P O R T U N I T I E S We rely on the NACUBO Endowment Study every year to evaluate the performance of our investments at Vanderbilt, and we certainly value the sponsors who make the NES possible... It shows their commitment to the higher education industry. William T. Spitz Vice Chancellor for Investment and Treasurer, Vanderbilt University
2 Sponsorship Opportunities Recognized as the definitive resource of higher education investments, the NACUBO Endowment Study (NES) is the most comprehensive endowment performance compendium available. The NES is an indispensable investment management tool eagerly sought by colleges and universities nationwide. It provides a useful, in-depth look at the financial state of the nation s most prestigious higher education institutions. This NACUBO study includes: Ranking of endowments by size Asset allocation Endowment growth Stock and bond turnover Investment advisory fee Risk measurement and investment Investment managers and custodians According to last year s NACUBO Endowment Study, the composition of assets in alternative and derivative classes has nearly doubled for respondents over the past five years. Meanwhile, the majority of assets for the study s participants are not indexed. This study represents a great deal of business potential for recognized sponsors. We invite you to participate in this vital industrywide instrument, be recognized as a committed sponsor, and have access to more than 1,000 institutions and a $200 billion market. The Top Ten Ranked Institutions from 2002: Harvard University Yale University University of Texas System Princeton University Stanford University Massachusetts Institute of Technology Emory University Columbia University University of California The Texas A&M University System and Foundations
3 Sponsorship Highlights Support Levels Platinum Gold Silver Bronze Sponsor Benefits $7,500 $5,000 $3,500 $2,000 $1,000 Listing in the NES plus complimentary copy of the study Recognition in Business Officer magazine (circulation 24,000) Recognition in endowment area of NACUBO Web site Link to sponsor s Web site from NACUBO Web site Recognition in NACUBO Publication s Catalog (circulation 24,000) President s Circle sponsors receive all of the benefits mentioned above PLUS special opportunities at the NACUBO Endowment Management Forum (EMF), January 29 30, in the Grand Hyatt New York. Last year s EMF was a sold-out success! As a President s Circle sponsor, your company will receive prominent display in front of our forum attendees. You ll also receive a guaranteed seat so that you can network with the top investment professionals and business officers in higher education. This is an event that no investment management company can miss. Contact us NOW if you wish to receive the maximum visibility in the study and the forum. The President s Circle is available for a limited number of firms for just $10,000. EMF Keynote Speaker, Peter L. Bernstein The National Association of College and University Business Officers (NACUBO) is a nonprofit professional organization representing chief business and administrative officers at more than 2,200 colleges and universities across the country.
4 NES Supporters PRIMARY CONTRIBUTOR TIAA-CREF PRESIDENT S CIRCLE Commonfund GMO Iridian Asset Management John W. Bristol & Co. Smith Barney Consulting Group PLATINUM Capital Guardian Trust Company Goldman Sachs Asset Management Merrill Lynch Investment Managers The Vanguard Group GOLD Callan Associates, Inc. Deutsche Asset Management Evaluation Associates Fayez Sarofim & Co. FTI Institutional Fund Evaluation Group, LLC Morgan Stanley Investment Management Nicholas-Applegate Capital Management PricewaterhouseCoopers LLP Trusco Capital Management, Inc. Victory Capital Management and KeyBank Public Sector SILVER John McStay Investment Counsel U.S. Bank and Trust BRONZE Abbot Capital Management, LLC American Express Asset Management Group Dimensional Fund Advisors, Inc. ING Aeltus The Investment Fund for Foundations Kroll, Inc. Lazard Asset Management Mellon National City Bank Northern Trust Company Radian Asset Assurance, Inc. W.P. Stewart & Co., Ltd. SPONSORS Ariel Capital Management, Inc. Asset Strategy Consultants Brandywine Asset Management, LLC David L. Babson & Company Deloitte & Touche Investors Bank and Trust Montag and Caldwell Morgan Keegan & Co. Principal Global Investors State Street Global Advisors Todd Investment Advisors Virchow, Krause, & Company LLP SPONSORSHIP INQUIRIES & ADMINISTRATION David Rupp david.rupp@nacubo.org Visit for more information about NACUBO. WE MEAN BUSINESS IN HIGHER EDUCATION NACUBO Endowment Advisory Panel Carole T. Coleman Vice President for Finance and Administration Saint John s University Philip H. Dybvig Boatmen s Bancshares Professor of Banking and Finance Washington University Ronald G. Ehrenberg Director,Cornell Higher Education Research Institute Cornell University Katharine H. Hanson Executive Director Emeritus Consortium on Financing Higher Education David J. Lyons Senior Advisor to the President Emeritus Rockefeller University Louis R. Morrell Vice President for Investments & Treasurer Wake Forest University Judith H. Van Gorden Treasurer of the University University of Colorado Elizabeth C. Williams Treasurer Southern Methodist University Jay A. Yoder Director of Investments Smith College James E. Morley Jr. President NACUBO Mark A. Olson Executive Vice President NACUBO President s Circle members are invited to meet these panelists at a special VIP reception at the EMF.
5 Yes, I want to support the 2003 NES! Please check category: President s Circle $10,000 Platinum $ 7,500 Gold $ 5,000 Silver $ 3,500 Bronze $ 2,000 Sponsor $ 1,000 Contact me regarding sponsorship opportunities for specific events at the 2004 NACUBO Endowment Forum. NOTE: These sponsorships are only available to President s Circle NES sponsors. Thank you for your contribution. If sending a check, please mail this remittance form with your contribution to NACUBO, 2501 M St., NW, Suite 400, Washington, DC Or you may fax this form to to the attention of David Rupp. For further information, please call or david.rupp@nacubo.org. Check enclosed Please invoice me NAME OF FIRM (will appear in NES sponsor s directory) ADDRESS CITY, STATE ZIP CONTACT PERSON SIGNATURE TELEPHONE FAX
6 President s Circle PREMIER VISIBILITY GREATEST ACCESS As a sponsor in the NES President s Circle, your firm s commitment to the NACUBO Endowment Study is honored through a newly expended array of recognition, access, and premiums. In addition to comprehensive recognition in the study, on-line, and in Business Officer magazine, only President s Circle sponsors also receive extensive recognition, opportunities, and participation in the 2004 Endowment Management Forum (January 29-30, 2004 in New York City), where the key campus decision-makers first learn of the 2003 endowment study results. Last year s Forum sold out, but President s Circle sponsors are guaranteed two complimentary registrations. Peter L. Bernstein, economic consultant and editor of The Journal of Portfolio Management, will keynote the EMF. He has written six books on economics and finance, including Against the Gods: The Remarkable Story of Risk, and The Power of Gold: The History of an Obsession. Sponsorship at the President s Circle level provides: NACUBO Endowment Study Listing with contact information in the NES Executive Summary (hard copy) and NES CD-ROM, plus complimentary copies Recognition in Business Officer magazine (24,000 circulation) Recognition and contact information on the NACUBO website Link to your website from the NACUBO website Recognition in the NACUBO Publications Catalog (25,000 circulation) Link to your website from over 450 pages on the NES CD-ROM Recognition in the NES marketing brochure (24,000 circulation) Endowment Management Forum Two complimentary registrations to the 2004 Endowment Management Forum (Forum 03 sold out) NEW! Recognition in the Forum s marketing brochure Pre-registration contact list of all Forum pre-registrants NEW! Invitation for two to VIP Reception for Endowment Advisory Panel (see enclosed roster) Recognition in Forum handouts and on-site signage NEW! Exclusive opportunity to sponsor specific Forum events Recognition as a primary Sponsor of the 2004 Endowment Management Forum For more information, contact David Rupp at or visit
7 As a President s Circle sponsor of the NACUBO Endowment Study (NES), you will have a hyperlink to your corporate Web site from more than 400 pages of the NES CD-ROM. Ensuring your Premier Visibility!
8 2003 NACUBO Endowment Study SPONSORSHIP OPPORTUNITIES As an NES SPONSOR, your firm receives access and prominent visibility for one year before the key decision makers who control the $200 billion endowment funds of colleges and universities across the country. Your firm s name and contact information will be included in the 2003 NACUBO Endowment Study (NES) CD-ROM as well as in the hard copy NES Executive Summary, which is routinely given by college and university business officers to the trustees and regents who are responsible for selecting financial management firms. There is simply no more focused means of placing your firm before this unique audience. As a SPONSOR you will also receive a complimentary copy of the NES CD-ROM and the hard copy NES Executive Summary, allowing you to gain valuable insights into the management and performance of the $200 billion endowment market. If you prefer, you can enhance the value of your sponsorship by participating at the higher sponsorship levels, which are listed below. BRONZE SPONSORS receive all Sponsor Level recognition PLUS recognition in Business Officer magazine. SILVER SPONSORS receive all Bronze Level recognition PLUS recognition and contact information in the endowment section of the NACUBO website. GOLD SPONSORS receive all Silver Level recognition PLUS a link to your website from the NACUBO website. PLATINUM SPONSORS receive all Gold Level recognition PLUS recognition in the NES marketing brochure (25,000 circulation), PLUS recognition in the NACUBO Publications Catalog (25,000 circulation), PLUS advanced registration opportunity for the 2004 Endowment Management Forum, which is where the 2003 NES is released. Last year s forum sold out. PRESIDENT S CIRCLE SPONSORS receive all Platinum Level recognition PLUS a link to your website from more than 450 pages on the NES CD- ROM, PLUS two complimentary registrations to the 2004 Endowment Management Forum, including two invitations to the VIP Reception honoring the Endowment Advisory Panel, PLUS recognition in the Forum s marketing brochure, PLUS a contact list of all pre-registered participants of the Forum, PLUS recognition in Forum handouts and on-site signage, PLUS exclusive opportunity to sponsor specific Forum events. For more information, contact David Rupp at or visit
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