The investment team has managing fiduciary 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
$3,307,161,065 as of December 31, 2019
Asset Values as of 12/31/2019
For more information about the UW Foundation investments, please contact email@example.com.