The CEO of Harvard's endowment is 'not pleased' with its 6.5% return in 2019 - Business Insider

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The CEO of Harvard's endowment is 'not pleased' with its 6.5% return in 2019

Harvard's endowment grew 6.5% in fiscal 2019, and the fund's CEO isn't satisfied with the below-Ivy-League-average performance.

The university's fund is worth approximately $40.9 billion and has struggled to match the returns seen by other prestigious schools as it revamps its portfolio. Harvard Management Company's CEO cited illiquid investments for the drop in yearly growth. "While we are not pleased with this performance, we are mindful that HMC is an organization in the midst of a significant restructuring and has a portfolio with certain illiquid legacy assets that weigh significantly on performance," CEO N.P. "Narv" NarvekarThe natural resource assets were the biggest under-performers in the endowment, losing 12.4% of their value year-over-year. The fund was propped up by its real estate and public equity holdings, which saw 9.3% and 5.

Narvekar is nearing the halfway point in his plan to shift the portfolio's asset allocations, having already cut jobs in the fund and outsourced more capital to hedge funds and other money managers. "While some changes will take years to have an impact — and we are keenly aware that we are in a marathon and not a sprint — we can already detect positive indicators of progress," the CEO wrote.. Princeton fell from its top spot in 2018 to fifth place, and Brown — the Ivy League school with the smallest endowment — took first place with its 12.4% return.Harvard relied on its endowment to pay for more than one-third of its operating costs in fiscal 2019, according to the report.

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