Investments

The investment team is led by Chief Investment Officer Julie Van Cleave, CFA, and is charged with the day-to-day management of the Foundation portfolios. The investment team has managing fidcuciary responsibility, which includes asset allocation across asset types, investment manager selection and performance measurement. They are responsible for delivering risk-adjusted returns that fall within established investment guidelines.

The staff works closely with the Foundation’s Investment Committee, whose members have significant experience in the investment field. The committee, guided by established Foundation investment policy, governs and provides oversight to the investment team.

Investments team members monitor industry trends, explore and evaluate financial opportunities and provide prudent, ethical stewardship of gifts entrusted to the Foundation.

The Endowment’s Guiding Principles

The essence of creating or giving to an endowed fund means gifts are meant to live in perpetuity. In managing the endowment, the investments team endeavors to achieve the best possible long-term returns with the least amount of risk. To meet the endowment’s objectives, the majority of investments are in equity (stock) or equity-like vehicles, including public stocks, private equity and real estate.

Growth of Endowment Portfolio

$2,511,050,538 as of December 31, 2016

Asset Values as of 12/31/2016

12/31/2016
Market Value
%
of Total
Endowment$2,511,050,53873.2%
Callable Pool$829,197,12824.2%
Life Income$90,656,3682.6%
Total Fund$3,430,904,035100%
For more information about the UW Foundation investments, please contact investments@supportuw.org.