{"id":2326,"date":"2025-02-25T15:59:07","date_gmt":"2025-02-25T20:59:07","guid":{"rendered":"https:\/\/www.rochester.edu\/endowment\/?page_id=2326"},"modified":"2026-09-23T10:48:57","modified_gmt":"2026-09-23T14:48:57","slug":"endowment-at-a-glance","status":"publish","type":"page","link":"https:\/\/www.rochester.edu\/endowment\/endowment-at-a-glance\/","title":{"rendered":"Endowment at a Glance"},"content":{"rendered":"","protected":false},"excerpt":{"rendered":"","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"class_list":["post-2326","page","type-page","status-publish","hentry"],"acf":{"lead_in":"","display_title":"","subtitle":"","call_to_action":"","hero_image_placement":"full_image","hero_media":"images","hero_pattern_option":"","hero_video":"","hero_image_landing":2346,"hero_image_landing_two":"","hero_image_landing_three":"","content_modules":[{"acf_fc_layout":"text","anchor":"","css_class":"","title":"

Long Term Investment Pool Components as of June 30, 2025<\/h2>","content":"
\r\n
\r\n\r\nThe 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.\r\n\r\n<\/div>\r\n<\/div>\r\n
\"Long-term<\/div>\r\n
\r\n

Asset Allocation as of June 30, 2025<\/h2>\r\nRochester\u2019s 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 47% traditional publicly traded assets\u2014stocks and bonds\u2014and 53% non-publicly traded investments, referred to as \u201calternative investments.\u201d This approach has ensured growth, with volatility below public markets, during economic expansions and capital preservation in economic downturns.\r\n\r\n\"circle\r\n

10-Year Annualized Fiscal Year-end Returns\r\n<\/strong>Rochester vs Close Peer Group<\/strong><\/h2>\r\n\"10-Year\r\n\r\n<\/div>","background_color":"#ffffff","width":"width-medium"},{"acf_fc_layout":"testimonial","anchor":"","css_class":"","title":"

Naveen Nataraj \u201997<\/h2>","content":"Naveen and Courtney Nataraj\u201997 commit $1 million to the Together for Rochester diversity","cta":"","bg_color":"#f4f4f4","style":"cards","items":[{"pull_quote":"Now more than ever before, we are all acutely aware of the headwinds faced by historically underrepresented groups in our country. Courtney and I established this scholarship challenge hopeful that others would step up, and we are glad that so many have joined us. It is so clear to us that when a collective community comes together, we can better help our most talented and diverse students pursue their aspirations and to do so free of undue financial hardship.","attribution":"","wrapping_link":{"title":"Create an Endowment","url":"https:\/\/www.rochester.edu\/endowment\/create-an-endowment\/","target":""},"image":2426,"layout":"left"}],"items_scroll":null}]},"yoast_head":"\nEndowment at a Glance - Endowment<\/title>\n<meta name=\"description\" content=\"Explore the University of Rochester Endowment at a glance\u2014learn about its major contributors, balanced asset allocation, and the role of philanthropy.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rochester.edu\/endowment\/endowment-at-a-glance\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Endowment at a Glance - 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