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Endowment Management
The OOF is responsible for the oversight
and management of the University’s $1 billion+ endowment
funds. This function includes the recommendation and review of
investment and spending policies, asset allocation decisions – both
strategic and tactical, portfolio rebalancing, performance and
benchmark analyses, peer comparisons, investment manager selection
and monitoring, and Investment Committee reporting.
The OOF is responsible for the oversight and administration of each
University endowment, quasi-endowment, life income gift, and charitable lead
trust, as well as for all bequests, security gifts and the faculty/staff home
assistance programs. This function reviews the legal documents associated with
each endowment account, establishes and maintains account information, and
provides reports to Institutional Advancement, the Board of Trustees, University
departments and staff.
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Resources
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