Page 17 - 2019-2020 Endowment Report | University of Rochester

Long-Term Investment Pool.

As of June 30, 2020 (fiscal year-end 2020), the The LTIP outperformed the benchmark for one-,
University of Rochester’s Long-Term Investment three-, five-, and 10-year periods. Rochester’s
Pool (LTIP) was valued at $2.6 billion. Endowed five- year average net annual investment return
funds from schools and programs within the was 6.1% versus 5.9% for the benchmark. The
University are invested collectively in the LTIP, 10-year average net annual return was 8.5%
enabling each fund to benefit from scale and versus 8.0% for the benchmark. The LTIP also
diversification. The University is one of 50 colleges outperformed the mean return of close peers for
and universities in the United States with an five- and10- year periods.
endowment of more than $2 billion.
The LTIP increased by approximately $24 million
Rochester’s net investment return for the LTIP during the year.
during the fiscal year ending June 30, 2020 was
3.7%, compared to the benchmark return of 2.9%
(comprising 80% global stocks and 20% bonds).

Long-Term Investment Pool Value (Primarily Endowment)

3.0
2.58 2.61
2.6 2.51
2.4 2.35
2.23
2.2 2.13 2.12
2
1.81
1.8 1.77 1.75
1.66 1.65
$ in Billions 1.4 1.25 1.26 1.39 1.37 1.47
1.6
1.52
1.2
1 1.14 1.13
0.8

0.6
0.4
0.2
0
00-01 01-02 02-03 03-04 04-05 05-06 06-07 07-08 08-09 09-10 10-11 11-12 12-13 13-14 14-15 15-16 16-17 17-18 18-19 19-20
Fiscal Year End

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