Flexible Participant Experience

Log in to the Client Portal to submit data (i.e., APP, benefits, employee, executive, investment and physician) once and qualify for all applicable surveys or delegate survey tasks across your organization to other colleagues


Unique in the Marketplace

This survey offers a comprehensive look into pay levels, practices and trends among endowment and foundation staff, including detailed insights into the chief investment officer position.


Survey Highlights

  • Base salary and total cash compensation data for all investment staff
  • Detailed incentive plan design information, including performance measures, weighting of measures, incentive opportunity levels and payout and deferral practices
  • Other data, including eligibility and participation as well as administration and governance of investment staff incentive plans
  • National data reported by organization type and by asset category
  • Key endowment and foundation investment staff positions, including chief investment officer, managing director, director, manager, two levels of analyst staff and three levels of investment operations staff
  • Data on over 490 investment professionals from 65 organizations

Learn About Our Full Survey Suite

Gaining access to the right data is paramount. SullivanCotter’s proprietary survey data provides the intelligence and insights you’ll need to confidently navigate the compensation journey and make highly-informed decisions.

Enhanced Report Delivery

  • The compensation and pay practices benchmarks are delivered via SullivanCotter’s web-based Benchmarks360™ product suite — providing users with self-serve analytics dashboards for their unique reporting needs

2025 Endowment and Foundation Investment Staff Compensation Survey


2025 Survey Participation Is Open

Contribute to Gain Participation Privileges

Your participation ensures that your data are part of this valuable resource, providing you with robust, comprehensive information used by not-for-profit organizations across all market segments. In addition, participants receive exclusive, discounted pricing on valuable data and reports and early access to survey results.

Participation in our surveys is made easy through our online data collection tool

Survey Samples


Reduced Pricing for Participants:

  • 2025 Survey Participants: $1,600
  • 2025 Early Submission Discount: $200 off participant price
  • Nonparticipants: $6,400

Key Dates:

Participation opens: January 7, 2025
Deadline for early submission discount: January 24, 2025
Deadline for participation: February 21, 2025
Benchmarks publication: May 2025
Current status: Open for participation


Questions?

If you have any questions about the survey, please contact our Survey Team by phone at 888.739.7039 or by email at surveys@sullivancotter.com.

Order the 2024 Endowment and Foundation Investment Staff Compensation Survey

2024 Survey Costs:

Note: Custom peer group reports are available upon request.

  • 2024 Survey Participants: $1,500
  • 2024 Early Submission Discount: $200 off participant price
  • Nonparticipants: $6,000

Key Dates:

Survey data effective: January 1, 2024.

Questions?

If you have any questions about the survey, please contact our Survey Team by phone at 888.739.7039 or by email at surveys@sullivancotter.com.

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