Institutional Resources
Rochester Long Term Investment Pool
(primarily endowment)
The University's endowment is a source of operating income, student financial aid, and faculty salaries, and it helps provide a measure of financial stability as Rochester plans for the future. As of June 30, 2007 (fiscal year 2007), Rochester's endowment was valued at about $1.77 billion. One of approximately 60 colleges and universities with an endowment of more than $1 billion, the University has a broad portfolio for successful and stable growth.
Rochester's portfolio is administered to maintain a carefully thought-out balance of domestic and foreign equities and fixed income as well as investments in venture capital, hedge funds, real estate, and other assets that typically do not trade on public markets. The portfolio is divided roughly into 55 percent traditional publicly traded asset - stocks and bonds - and 45 percent in nonpublicly traded investments, known in endowment management circles as "alternative investments." The University's strategy has ensured steady - and respectable - growth during the market upswings and fiscal conservancy during economic down-turns.
Endowment Links:
- Report on 2007 Performance
- Investment Policy
- Social Investment Policy
- Secondary Pool Investment Policy
- Investment Guidelines
- Allocation
- Endowment by Division
- Five-Year Annualized Return
- Investment Committee Members
- Investment Office Staff
Special Report:
