Â鶹´«Ã½Ó³»­

Skip to main content Skip to search
""

Investment Office

Business Affairs

The Endowment Office is responsible for investing the University's cash assets in order to finance Â鶹´«Ã½Ó³»­'s long-term needs.

Frequently Asked Questions

The Endowment Office recommends potential investment decisions to the Â鶹´«Ã½Ó³»­ Investment Committee (IC), a committee composed of University lay leaders who are investment industry participants. The IC must approve investment decisions of the Endowment Office.

Yes, a conflict-of-interest policy is in place. This policy is monitored by both internal and external counsel.

Both. Although the majority of the endowment is managed with a long-term view of the University's needs, a small portion of the endowment is budgeted to fund the University's current spending.

Yes, social responsibility is among the criteria that are utilized used when determining the appropriate investments.

The Endowment can be invested in many different asset classes and strategies, depending on market sentiment and market conditions.

The Endowment has both liquid and less than liquid investments in its portfolio.

The University does not have a target return for the Endowment, but expects that over time the Endowment's return will exceed its budgeted spending rate, plus inflation.

Skip past mobile menu to footer