In 2016, Fundriver compiled data from 202 current clients' spending policies to determine trends in different types of organizations (and among organizations with different sized endowments). The PERCENT AVERAGE by FUND calculation is the most widely used in the Fundriver population. PROPORTIONAL DISTRIBUTION is the second most widely used calculation.
91% of current clients have spending rates that range between 4 and 5.5%.
13% of Fundriver clients have distributions that impact Unit Price. Their spending rules break down as follows:
Spending Calculation Methods Used by Fundriver Clients
Spending Calculation Method by Organization Type
Spending Calculation Method by Endowment Size
Annualized Distribution Rates (where applicable)
Annualized Distribution Rates (where applicable)13% of Fundriver clients have distributions that impact Unit Price. Their spending rules break down as follows: