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FISCAL YEAR END SUMMARY ENDING JUNE 30, 2023


At fiscal year-end 2023, the Endowment Pool had approximately $1.47 billion in assets.  This is an increase over prior fiscal year of $157.2 million comprised of $75.8M from net transfers in and investment gains of $82.5M.

The investment performance for the endowment showed a total return for the fiscal year of 5.9%, verses its Target Benchmark return of 5.5%.  The portfolio’s asset class returns were as follows: 13.3% in global equity, 2.9% in private equity, -5.5% in venture capital, -1.0% in fixed income, 4.5% in alternative credit, 4.7% in private real assets, 9.1% in diversifying strategies.