Investment Office

The Rutgers University Investment Office manages a set of funds, collectively referred to as “the Endowment," that comes primarily from charitable donations raised through the Rutgers University Foundation. The goal of the Endowment is to provide a permanent source of income beyond tuition and state monies to support the university's mission. Endowment assets have become an increasingly important element in the university's effort to fund student aid, pioneer research, support innovative teaching programs, and create new technologies. A healthy endowment is also essential to the university's ability to attract and retain senior faculty and to maintain a vast physical infrastructure, including classrooms, libraries, laboratories, and health care facilities.

The Investment Office is responsible for setting asset allocation objectives, sourcing/monitoring external investment managers, and implementing/rebalancing the underlying investment portfolio. The Investment Office is subject to fiduciary oversight by the Rutgers’ Joint Committee on Investments.

As of December 31, 2019, the Endowment had assets in excess of $1.4 billion.

 

Who?

Responsible for investment management of all endowment assets. RU Foundation transfers endowment funds raised to our office. Governed by Joint Committee on Investments, which reports to and consists of members from the Board of Trustees and  Board of Governors.

What?

Endowment, or long-term investment pool (LTIP), is 2,500 (approx.) individual endowment funds created by donors to pay for scholarships, endowed chairs, etc. to support a variety of causes. The endowment pays out 4% of its market value annually to support these funds.

Why?

Support the financial health of the university.

Larger endowment → larger annual payout → lower financial pressure

How?
  1. Exceptional fundraising
  2. Solid returns
  3. Downside protection