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Ivy League endowments struggle with private market downturn

Some universities have issued bonds to meet funding needs as a dealmaking dearth weighs on investment returns

The drawn-out downturn in private market returns is hitting one group of investors especially hard: Ivy League university endowments.

Leading US university endowments, many of which allocate outsized portions of their portfolios to private equity and venture capital, have underperformed the university average for the second year in a row, with prominent ones like Yale and Princeton lagging far behind their smaller peers, as the once lucrative asset class suffers from a plunge in dealmaking and stock listings. 

Top endowments have long used aggressive exposure to private investments in pursuit of excess returns they believe are out of reach through public markets. Now, as those investments have yet to pay off, some large endowments like Princeton have issued bonds to meet funding needs, according to the New Jersey Educational Facilities Authority.

Six of the eight Ivy League universities reported returns in the 12 months ended June that stood below the higher education average of 10.3%, according to Cambridge Associates, an investment consultancy. Yale and Princeton fared the worst by respectively yielding 5.7% and 3.9%.

The underperformance follows an even weaker 2023 when no Ivy League school was able to match the 6.8% industry average. Yale gained 1.8% while Princeton lost 1.7% last year.

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