Office of the Treasurer
Endowment Funds
Summary -- Balanced Pool (main endowment pool)
- The University's Balanced Pool is designed to continue into perpetuity.
- The University is a long-term investor.
- Investment policy guidelines were adopted by the Board of Curators in 1991 and last amended in September 2004.
- The objective is to provide income for expenditure while preserving the purchasing power of the endowment principal.
- The Pool is diversified across asset classes to reduce overall portfolio risk.
- Investments in the Pool are managed by professional money managers.
- The investment and performance of the Pool is monitored by the University's Office of the Treasurer.
