EFuturesCFO · Education Suite
Endowment & Investment Performance Analyzer
Model endowment returns, spending policy, asset allocation, and the contribution of investment income to annual operations.
Executive Summary
Asset Allocation
Endowment Enhancement Levers
Endowment Value Projection
Methodology
Net Tuition Revenue = Gross Tuition − Institutional Aid. Discount Rate = Institutional Aid / Gross Tuition. FCI = Deferred Maintenance / Replacement Value. Endowment Spending Rate benchmark: 4-5%. Online margin target: 25-35% at scale. Benchmarks from NACUBO, IPEDS, APPA, and CUPA-HR.