Curious about Harvard’s investment policies? Look no farther.
We have compiled a list of resources about Harvard and the Harvard Management Company’s investments, financial practices, and executive compensations. Unfortunately, due to lack of transparency, very little information about investments is available to the public.
General Information and Reports
- SEC forms (also available here) quarterly report detailing information about some of Harvard’s investments. More information is available at the I990 (link coming soon).
- Annual Financial Report of Harvard University: Information about expenses, the Harvard Management Company, and other financial things.
- Harvard University Fact Book: Published by the Office of the Provost each year, this has information about Harvard’s income, expenses, and organization. Especially note: Harvard’s income and expenses broken down by source/school, endowment performance, and org chart showing the structure of Harvard’s top administration.
- Academic Excess: Tellus Institute report comparing endowment management and executive compensation at Massachusetts universities.
- Educational Endowments and the Financial Crisis: Tellus Institute report on the endowment model of investment in six New England schools, including Harvard.
- Harvard Corporation Committee on Shareholder Responsibility Annual Reports: You can request any year’s report from Harvard’s CCSR. Information on recommendations by the Student Faculty Advisory Committee on Social Responsibility and proxy vote outcomes.
- Requirements for a Sustainable Investment Strategy: Outlines the Responsible Investment at Harvard Coalition’s baseline requirements for Harvard to be a responsible owner and investor.