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Asset Allocation – Investment Management Office

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</div> </header> <!-- END HEADER --> <!-- CONTENT --> <div id="primary" class="content-area"> <div id="uu-breadcrumbs" class="uu-breadcrumbs"><a href="https://invest.utah.edu">Home</a> <i class="fal fa-angle-right"></i> <span class="current">Asset Allocation</span></div> <!-- MAIN --> <main id="main" class="site-main"> <!-- POST 30 --> <article id="post 30" class="post-30 page type-page status-publish hentry"> <!-- ENTRY CONTENT --> <div class="entry-content"> <div id="pl-30" class="panel-layout" ><div id="pg-30-0" class="panel-grid panel-has-style" ><div class="siteorigin-panels-stretch panel-row-style panel-row-style-for-30-0" data-stretch-type="full-width-stretch" ><div id="pgc-30-0-0" class="panel-grid-cell" ><div id="panel-30-0-0-0" class="so-panel widget widget_uu-marquee-widget panel-first-child panel-last-child" data-index="0" ><div class="so-widget-uu-marquee-widget so-widget-uu-marquee-widget-default-d75171398898-30" > <!-- section --> <section class="u-of-u-marquee-container " data-speed="5000" easing-speed="500"> <!-- marquee carousel --> <div id="uumarquee-67594d9309afb" class="owl-carousel u-of-u-marquee-owl-carousel u-of-u-marquee"> <div class="item u-of-u-marquee-block center u-of-u-marquee-dark-theme" style="height: 500px;; background-image: url('https://invest.utah.edu/wp-content/uploads/sites/73/2017/02/draw-serie-rule-map-1241432.jpg'); background-position: center center;"> <div class="u-of-u-marquee-overlay" style="background: linear-gradient(to top, #CC0000, #990000); opacity: .0;"></div> <div class="u-of-u-marquee-content"> <div class="u-of-marquee-title montserrat"></div> <p></p> </div> </div> </div> <!-- end marquee carousel --> </section> <!-- end section --> </div></div></div></div></div><div id="pg-30-1" class="panel-grid panel-no-style" ><div id="pgc-30-1-0" class="panel-grid-cell" ><div id="panel-30-1-0-0" class="so-panel widget widget_sow-editor panel-first-child" data-index="1" ><div class="panel-widget-style panel-widget-style-for-30-1-0-0" ><div class="so-widget-sow-editor so-widget-sow-editor-base" > <div class="siteorigin-widget-tinymce textwidget"> <h1 class="sow-headline" style="text-align: center;">ENDOWMENT POOL ASSET ALLOCATION</h1> <p class="sow-sub-headline" style="text-align: center;">Meeting the University of Utah's current and future needs</p> <hr class="thick"/> </div> </div></div></div><div id="panel-30-1-0-1" class="so-panel widget widget_sow-editor panel-last-child" data-index="2" ><div class="so-widget-sow-editor so-widget-sow-editor-base" > <div class="siteorigin-widget-tinymce textwidget"> <style type="text/css">.page-title { display: none; } </style> <p style="font-weight: 400;">In recent years the University has been working with our consultants to further diversify the Endowment Pool.聽 In 2015 the portfolio was approximately two-thirds public markets exposure.聽 Since then we鈥檝e worked to increase alternative investment exposure to achieve meaningful diversification, manage risk and improve long-term performance.聽 Today the target asset allocation is about 40% public markets and 60% alternatives.聽 The most significant change is an increase in private capital, targeted at 47%.聽 Building out the portfolio to achieve these aims will take several years and proceed at a deliberate pace with careful consideration to manager selection and portfolio construction.</p> <p><img fetchpriority="high" decoding="async" class="aligncenter wp-image-745" src="https://invest.utah.edu/wp-content/uploads/sites/73/2024/10/FullYear-2024.jpeg" alt="Piechart Full Year 2024 " width="1800" height="1013" srcset="https://invest.utah.edu/wp-content/uploads/sites/73/2024/10/FullYear-2024.jpeg 720w, https://invest.utah.edu/wp-content/uploads/sites/73/2024/10/FullYear-2024-300x169.jpeg 300w" sizes="(max-width: 1800px) 100vw, 1800px" /></p> <p><img decoding="async" class="aligncenter wp-image-746" src="https://invest.utah.edu/wp-content/uploads/sites/73/2024/10/Target-2024-300x169.jpeg" alt="Piechart Target 2024" width="1800" height="1013" srcset="https://invest.utah.edu/wp-content/uploads/sites/73/2024/10/Target-2024-300x169.jpeg 300w, https://invest.utah.edu/wp-content/uploads/sites/73/2024/10/Target-2024.jpeg 720w" sizes="(max-width: 1800px) 100vw, 1800px" /></p> </div> </div></div></div></div></div> </div> <!-- END ENTRY CONTENT --> </article> <!-- END POST 30 --> </main> <!-- END MAIN --> </div> <!-- END CONTENT --> <!-- FOOTER --> <footer id="footer"> <!-- TOP FOOTER --> <div id="top_footer" class="uu-top-footer"> <div class="uu-top-footer-container"> <!-- FOOTER DEPARTMENT --> <div class="uu-footer-dept"> <a href="https://invest.utah.edu/" class="uu-footer-dept-logo" aria-label="Visit Site Homepage"> <img src="https://invest.utah.edu/wp-content/themes/umctheme3/img/blocku.svg" alt="University of Utah Block U Logo" title="University of Utah"> </a> <div 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