The CAUBO Investment Survey is Canada’s most comprehensive survey of investments held by Canadian post-secondary institutions’ endowment and pension funds.
The Canadian University Investment Survey results are published by CAUBO and include both endowment and pension investment results. The primary purpose of the survey is to provide universities with information to assist them in better managing their investment portfolios.
A stable participation base is essential for the comparability of results from year to year and amongst institutions – close to 70 institutions participate and report on their endowment investments each year, and more than 55 report on their pension investments.
The Investment Survey results are compiled into a published report that is available only to participating institutions; the results are also highlighted in an annual University Manager article.
The Investment Survey report is distributed to all CAUBO members that participated in the survey. Online access to the report is restricted to survey respondents at participating institutions, unless otherwise advised. Additional copies may be purchased by using the order form for participating members. Members that have not participated in the survey, affiliate members and corporate members can purchase the report by using the order form available here.