Page 17 - Endowment Report 2022 | University of Rochester

Long-Term Investment Pool

As of June 30, 2022 (fiscal year-end 2022), the University Rochester’s net investment return for the LTIP during the

of Rochester’s Long-Term Investment Pool (LTIP) fiscal year ending June 30, 2022, was -11.6%, compared to
was valued at $3.2 billion. Endowed funds from the the benchmark return of -13.3% (comprising 80% global
stocks and 20% bonds).
University’s programs represent approximately $2.7
billion of the LTIP.* Each fund benefits from scale and
The LTIP outperformed the benchmark for one-, three-,
diversification of the LTIP. The University is one of 50
five-, and ten-year periods. Rochester’s five-year average
colleges and universities in the United States with an net annual investment return was 8.7% versus 6.0% for
endowment of more than $2 billion. the benchmark. The ten-year average net annual return
was 8.8% versus 7.5% for the benchmark.

*Other funds held in the LTIP include trusts, annuities, supporting
organizations, foundations, and reserves.

3.71

Long-Term Investment Pool Value
(Primarily endowment, dollars in billions) 3.22

2.58 2.61
2.51
2.35
2.23
2.13 2.12

1.77 1.75 1.81
1.66 1.65
1.52 1.47
1.39 1.37
1.25 1.26
1.14 1.13

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