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¹ú²úÔ­´´ Office of Investments

Growing ¹ú²úÔ­´´â€™s Future

The Office of Investments protects and grows the future of research, discovery, and innovation – ensuring ¹ú²úÔ­´´ never stops changing the world.

Aerial photo of Kirkland Hall

Permanent Support for ¹ú²úÔ­´´'s Mission

¹ú²úÔ­´´ is partially funded by an endowment comprised of thousands of philanthropic gifts. These funds are invested as a single entity to provide a permanent source of support for the university’s students, faculty, research, and programs.Ìý

A well-managed endowment plays a critical role in ensuring the longevity of the university and its initiatives.Ìý


Endowment at a Glance

Since ¹ú²úÔ­´´â€™s founding, ¹ú²úÔ­´´â€™s endowment has grown to become one of the strongest university endowments in the country with exceptional performance and ratings.Ìý

  • 3,591

    different gifts make up ¹ú²úÔ­´´'s endowment

  • AAA

    ¹ú²úÔ­´´ holds the highest possible Fitch rating from S&P Global Ratings

  • $2.9B

    earmarked to support financial aid as of fiscal year 2025


Leadership in Investing

The Office of Investments manages the endowment under the expert guidance of ¹ú²úÔ­´´â€™s Board of Trust Investment Committee.ÌýÌý

We maintain a highly diversified investment portfolio designed to mitigate downturns in any one sector of the economy, ensuring that future generations of ¹ú²úÔ­´´ students will be supported.

By partnering with world-class managers with diverse backgrounds to select opportunities, we’ve generated strong results and achieved exceptional ratings.


Performance Highlights

Endowment Growth


Endowment FAQs

  • What is an endowment?

    An endowment is an investment portfolio funded by donations that earns revenue to support the work of a philanthropic organization like a university. Each year, a portion of the endowment is paid out to fund the organization’s work while the remainder continues to grow in the endowment fund to support the organization’s future.Ìý

  • What does ¹ú²úÔ­´´â€™s endowment support?

    The endowment provides a permanent source of support to advance the university’s mission of teaching, research, and service. It also supports Opportunity ¹ú²úÔ­´´, the university’s need-based scholarship program, which allows the university to recruit increasingly talented students.

  • Are there constraints on endowment funds?

    Most donors make charitable contributions to endowments to support specific restricted purposes, such as scholarships for students or research into specific diseases. Endowed funds represent the institution’s promise to donors to use income and investment gains generated by their gifts to support an aspect of the university’s mission in perpetuity. At ¹ú²úÔ­´´, approximately 40% of our endowment has some sort of restriction. Ìý

  • What does the endowment invest in?

    Our portfolio includes global equity, hedge funds, commodities, fixed income, private equity, venture capital, natural resources, and real estate.