The University of Rochester Medical Center comprises the largest share of the endowment. Arts, Sciences & Engineering and the Eastman School of Music account for the next two largest shares. The Simon Business School, Warner School of Education, 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 education.
As of June 30, 2022 (fiscal year-end 2021)
Rochester’s portfolio is divided into 35% traditional publicly traded assets – stocks and bonds – and 65% non-publicly traded investments, such as private equity, hedge funds, and real estate, referred to as “alternative investments.” This approach has ensured growth during economic expansions and capital preservation in economic downturns, with volatility far below the benchmark.
Major asset classes generated the following performances in fiscal year 2021 (net of fees):
As of June 30, 2021 (fiscal year-end 2020)
Naveen and Courtney Nataraj’97 commit $1 million to the Together for Rochester diversity,