Investments

The primary goal of our endowment is to ensure a consistent stream of income to support existing University programs and safeguard the impact of the endowment for future generations.

We aim to achieve a total rate of return that surpasses inflation plus actual spending, maintaining the value of the endowment over time. To achieve these goals, the Investment Office focuses on three performance objectives.

• Firstly, our priority is to protect the long-term value of the endowment by realizing a total return exceeding the endowment payout and inflation over a long-term period.
• Secondly, we strive to exceed both the target composite benchmark as well as a simple 70 percent equity / 30 percent bond portfolio.
• Our last objective is realizing investment returns that are competitive with those of our peer institutions. We aspire to be leaders in our industry, aiming to outperform our peers and provide valuable insights to the field.

By adhering to these performance objectives and maintaining a forward-thinking approach, we ensure the long-term sustainability and growth of our endowment.