Endowment at a Glance

The Endowment By Division

The University of Rochester Medical Center comprises the largest share of the endowment. Arts, Sciences & Engineering and the Eastman School of Music share the next two largest segments of the endowment. The Simon Business School, Warner School of Education and Human Development, and the Memorial Art Gallery collectively represent about 6% of the endowment. Approximately 6% of the endowment is from unrestricted gifts that are designated by the Board of Trustees as permanent support for Arts, Sciences & Engineering. The growth of endowment through philanthropy helps ensure predictable budget support for education, the arts, and patient care.

As of June 30, 2018 (fiscal year-end 2018)

Asset Allocation

Rochester’s portfolio maintains a balance of domestic and foreign equities and fixed income as well as investments in private equity, hedge funds, real estate, and other assets that typically do not trade on public markets. The portfolio is divided into 38% traditional publicly traded assets—stocks and bonds—and 62% non-publicly traded investments, referred to as “alternative investments.” This approach has ensured growth, with volatility below public markets, during economic expansions and capital preservation in economic downturns.

As of June 30, 2018 (fiscal year-end 2018)

Ed Ackley ’53, ’64S (MS) and Agnes Ackley ’54

Ed Ackley ’53, ’64S (MS) and Agnes Ackley ’54 established a professorship in their name at Simon Business School to acknowledge and bring greater attention to the important role entrepreneurship plays within the Simon School experience. Ed (left) and Agnes are pictured with the inaugural Ackley Professor, Dennis Kessler.

“I credit Simon Business School with giving me the confidence I needed to successfully start my own company, and both Agnes and I benefited from having an exceptional education at the University of Rochester. Through our professorship, we hope to help Simon compete favorably with top institutions for world-class entrepreneurship faculty.”