Endowed Investment Pool Asset Mix
The Foundation’s endowed investment pool totaled $1.5 billion at the end of FY11. The endowed long-term pool is invested in a diversified portfolio designed to maximize long-term returns and limit composite portfolio volatility, consistent with accepted institutional investing principles and practices.
Confidence in UCLA’s future is strengthened by the generosity of our alumni, friends and community.
Total Long-Term Investments: $1.5 billion
Fiscal Year Ended June 30, 2011
*Includes investments in private equity, venture capital, oil and gas, timber, distressed debt and hedge fund strategies.