Corporate News

The latest information on our product and service enhancements, client wins and company moves.

Michigan State Through the Roof – MPI Stylus Pro Was Instrumental in Solving the Biggest Puzzle of the 2024 Endowment Season

In October of 2024, Michigan State University’s (MSU) $4.4 billion endowment stunned the investment world by announcing a 15.1% return for the fiscal year ending June 2024, outperforming every Ivy League and other elite endowments tracked by the MPI Transparency Lab. By comparison, the top-performing Ivies, Columbia and Brown, reported returns of 11.5% and 11.3%, respectively, for the 2024 fiscal year, while the 70/30 Global Benchmark returned 14.2%.

In its published research, MPI research team uses MPI Stylus Pro analytics to uncover major sources of the MSU endowment’s exceptional performance and attributes the success of the top-performing team to its higher-than-average exposure to technology stocks and risk.

MPI Adds Tax-Adjusted Asset Allocation to Stylus Pro for Wealth Management Firms and Financial Advisors

MPI announced the addition of tax-adjusted asset allocation simulations for financial advisors, wealth management firms and investment professionals working with taxable accounts. MPI also announced the addition of portfolio fee-adjustment capabilities so that wealth and investment management organizations can adhere to the new “Marketing Rule” directives. This enhancement will help MPI clients deliver compliant presentation of gross and net performance returns in published materials.

MPI Predicts Results of Largest U.S. Public Pensions for Fiscal 2024

Exposure to stocks again seen driving public pension returns in FY2024. Georgia and Kentucky Teachers projected at top of league tables again. Public-private markets divergence continues—systems with higher equity exposure expected to fare better than those with elevated allocations to privates.

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MPI Announces 2022 Fiscal Year Performance Projections for Major Endowments

MPI Research team projected Ivies to have an average loss of -2.9%, with Yale potentially gaining 2.4%. Larger endowments ($1B or more) expected to lose 5.4%, while smaller endowments’ ($500M-$1B and $100M-$500M) losses will be higher at -7.2% and -7.4% respectively. These projections represent a valuable data point for CIOs looking for peer comparisons while valuing their portfolios. Read the entire report below:

The Summer of Their Discontent: FY2022 Endowment Performance Projections | Markov Processes International