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2013-14 Financial Statement Highlights

Endowment Assets and Similar Funds

  • On the University's balance sheet (included on the line for Investments held for long-term purposes), the value of the endowment and similar funds net assets was $2.3 billion.
  • Additional funds under management by the Office of Institutional Resources are included on the line for Long-term investment income and gains allocated to operations.

Endowment Highlights

  • The University has a highly diversified investment portfolio managed by approximately ninety firms with a significant portion of the fund invested in asset classes that are not correlated with publicly-traded securities.
bar chart: Endowment Market Value
  • • Asset allocation of the endowment is similar to those of other private universities.
pie chart: Asset Allocation
  • • The net return for the year was positive 18.7%.

For more information: www.rochester.edu/endowment


Page updated 08/07/2015
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