Sound Investment, Strong Growth
Your endowed gift is a vital investment in UVA. The University of Virginia’s strong endowment has been a critical asset in expanding UVA’s programs and launching new initiatives. An effective long-term investment strategy helps maintain the endowment’s value over time, and provides a steady and growing stream of income essential to funding teaching, scholarships, research, and world-class patient care.
The growth of $1.00 invested 20 years ago in the Long Term Pool illustrates the strength of UVIMCO’s long-term performance.
Growth of $1 in Long Term Pool vs. Passive Alternatives
Thanks to the expert management of the University of Virginia Management Company (UVIMCO), endowed gifts provide a crucial source of sustainable funding for UVA and its mission. UVIMCO invests endowed funds in a Long Term Pool, which is custom managed for the endowment spending requirements and UVA’s risk profile. Through effective active management, the Long Term Pool is carefully designed to generate a substantial and growing stream of income to support the University’s future financial stability, and fund priorities like student aid, teaching and research, and other initiatives.
For the fiscal year ending June 30, 2017, UVIMCO reported a robust investment return of 12.4%.
UVIMCO’s long-term returns are similarly strong, as the Long Term Pool’s annualized return of 11.0% for the 20-year period ending June 30, 2017, handily exceeds both the annualized return of 6.2% for the policy portfolio and the University’s inflation-adjusted spending rate.
Visit UVIMCO.org for more information.
Growth of a Gift
See what an endowed gift made twenty years ago would be worth today.
The chart below shows the growth of an endowed gift invested in UVIMCO’s Long Term Pool.
Endowments are a permanent, self-sustaining source of funding. Endowment assets are generally invested with a view toward long-term capital appreciation. Each year, a portion of the endowment value is paid out to support the fund’s purpose, and any earnings in excess of this distribution help build the fund’s market value over time. In this way, an endowment fund grows and provides support for its designated purpose in perpetuity. Learn more at endowments.virginia.edu