Budget and Financial Reporting Office of the Chief Financial Officer
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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.