Investment Office

The UC Investment Office manages the university's approximately $1.8B of endowment assets in a diversified portfolio—including  traditional long-only equity and fixed income funds, private equity funds, diversified strategies, real estate funds, and separately managed accounts—with the goal of balancing support across current and future generations of scholars and researchers.

Practically speaking, this means UC—with oversight from a qualified and highly-skilled Investment Committee—seeks to provide substantial and self-sustaining funding to each endowment's target area while maintaining principal value so our endowments can continue to provide the same support for many decades into the future. That's the transformative power of permanent capital.

UC's endowment is a source of ongoing support that creates opportunities for students, enhances UC's ability to attract talent, and shapes the future by facilitating innovative research.  UC's first endowment was established shortly after the university was founded in 1819, and its subsequent 2,800 endowment funds continue to provide ongoing and vital support to UC's mission. 

The FY2023 Investment Overview section of the UC Foundation Annual Report outlines recent and long-term performance.

Endowments have special power to magnify donations – with patience and steady stewardship, an endowment will provide more support and have a larger impact than a gift that is used immediately.

The people devoted to managing and overseeing UC's endowment are passionately focused on enhancing its ability to support UC in innovating education, building excellence, and providing opportunities for students.