Research

Fidelity 2025 Endowments and Foundations Study

Key insights and analysis from Fidelity's 2025 Endowments and Foundations Study.

By: Fidelity Investments
Updated: 7/2/2025
Key Takeaways
  • Fidelity recently conducted a study of endowments and foundations (E&Fs), which examines key metrics to help E&F leaders understand how their nonprofit stacks up against their peers.
  • Our study revealed the struggles of smaller nonprofits, including university endowments and corporate and family foundations. While they benefit from a range of mission-focused organizations and countless people, their investment goals are not always easy to achieve.
  • The opinions shared by respondents cover an array of topics, including governance issues, resource constraints, meeting return targets, overcoming barriers to adopting alternative assets in portfolios, and how effective OCIO relationships can help address many inherent challenges faced by small to mid-size E&Fs.
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Fidelity 2025 Endowments and Foundations Study
Key insights and analysis from Fidelity's 2025 Endowments and Foundations Study.
Perspective
Higher taxes could reshape how endowments and foundations think about almost everything
Nonprofits may have to reconsider risk, spending, and implementation.
Investing Ideas
How endowments and foundations can align investment portfolios with their missions
Listening to clients about their goals and providing the right tools can help bridge the gap between returns and values.

  • For important information, see the full linked content.
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