Posts Tagged ‘endowment tax changes’
The E&F Advocate: Endowment Turbulence – A Crisis at the Crosswinds of Politics, Policy, and Portfolio Strategy
photo credit: ideogram.ai Back in calmer times, larger endowments operated with seeming invisibility—quietly compounding capital over decades, shielded from public glare. Fast forward to today, these capital pools sit squarely in the eye of a brewing political and financial storm. Harvard, Yale, Princeton, and Columbia—once synonymous with strategic patience and long-termism—are now recalibrating rapidly. The…
Read MoreThe E&F Advocate: Key Takeaways on Proposed Endowment Tax Changes
photo credit: ideogram.ai The proposed endowment tax changes aim to increase the current 1.4% excise tax on net investment income of certain private colleges and universities to rates as high as 21% or more. Additionally, there are proposals to broaden the tax’s applicability by lowering the endowment assets per student threshold from $500,000 to…
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