Endowment Funds
- Investment Performance
- Asset Allocation and Investment Returns (Dec. 2008 through Current)
- Historical Returns (Dec. 2002 through Sep. 2008)
- Historical Asset Allocation (Dec. 2002 through Sep. 2008)
- Annual Returns Last 10 Years
Endowment Pool Snapshot (PDF 66 KB)
- Investment Benchmarks
- Investment Philosophy
- Spending Policy
- Manager Selection Process
- Managers' Styles
- Links to Campus Development Offices
- Endowment Investment Policy
The Endowment Fund includes all gifts, bequests, and other funds directed to be used to support a University program in perpetuity. Some donors require such a commitment as a condition of their gift. These donations are referred to as "true endowments." Other funds may be assigned to function as endowments by the Board of Curators or by University administration. These are referred to as "quasi endowments."
Examples of activities supported by true and quasi endowments include:
- chairs, professorships, and lectureships
- scholarships
- research support
- unrestricted use
The Board of Curators of the University of Missouri has the fiduciary responsibility for the prudent investment of endowments. The University is guided by four basic principles in managing its endowment:
- Provide sufficient current and future funding to meet the donor's purposes.
- Focus on the long-term performance.
- Seek out investment opportunities that offer superior returns.
- Diversify investments to reduce risk.
An investment policy created by the Board of Curators provides direction for the investment and management of the endowment assets.
Reviewed 2013-04-12.