Asset Allocation

ENDOWMENT POOL ASSET ALLOCATION

Meeting the University of Utah's current and future needs


Over the past 4 years, the University and investment consultant Fund Evaluation Group have been working together to further diversify the strategies used in the management of the Endowment Pool investment portfolio.  In 2015, the portfolio was comprised of approximately one-half traditional public market equities, one-third core fixed income and the remainder in primarily private equity (venture capital, buyout) and hedged equity funds. Since 2015, the University has reduced public equity and core fixed income and increase private debt, private real assets and other hedge strategies. The shift into hedged strategies should help the endowment seek higher returns while continuing to manage risk over the long term. The reallocation process has proceeded at a deliberate pace with careful consideration to manager due diligence and portfolio construction.