In December 2020, we supported the foundation platform stiftung-nextgen (www.stiftung-nextgen.at) with our know-how in the conception and implementation of the annual survey “Stiftungsmonitor 2020”.
The results in the area of investment organisation and investment results were not only of interest for the 100+ participants in the Austrian foundation sector.
Please find some individual results:
• 77 % of the portfolios are invested conservatively or moderately.
• Only about half of the participants stated that they carry out regular cost controls
• The controls are mainly carried out by the board of directors (67 %)
• 81 % of the portfolios are underperforming the benchmark in the current year (time of survey)

The reasons for the underperformance can be manifold, ranging from different guidelines to high costs or disadvantageous decisions by the asset manager. The results show the need for an objective performance assessment.

You can access further results of the survey at: Link