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Brandeis University Endowment Fund

Name: Brandeis University

Assets Under Management: $1.25 Billion (Source: Brandeis University on 6/30/2013)

Annual Report: Brandeis University’s FY13 University Financial Statement

Portfolio Insights: Brandeis University (the University) is a private, not-for-profit, nonsectarian, co-educational institution of higher education with approximately 5,300 full-time undergraduate and graduate students. Established in 1948, the University offers educational programs for undergraduates in liberal arts and sciences, and graduate education and training in the arts and sciences, business, social policy and management.

The University’s financial statements are presented on the accrual basis of accounting in accordance with U.S. generally accepted accounting principles (GAAP) and have been prepared to focus on the University as a whole and to present balances and transactions based on the existence or absence of donor-imposed restrictions. (Source)

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Top Brandeis University Endowment Fund Headlines:

1) Brandeis University’s $672 million endowment fund has appointed Nicholas Warren as CIO, Pensions & Investments reports. Warren has succeeded interim CIO, Alison Svizzero, who was named a director of investments at the Children’s Hospital Boston.

Prior to this, Warren served as managing director in the hedge fund practice of investment consultant, Cambridge Associates. Warren’s duties will be handled by other senior colleagues at the firm. (Source)

2) BRANDEIS UNIVERSITY, the only secular institution of higher learning in the Diaspora that is both Jewish-sponsored and non-sectarian. Brandeis University was founded in 1948 and has continued to rank near the top of academic life in the United States. In 1985 Brandeis was elected to membership in the Association of American Universities, an elite organization of the nation’s 59 research universities. Controlling for size and judged according to faculty publications and citations, Brandeis was ranked ninth in 1997 among research universities. Over 3,000 undergraduates were enrolled at the beginning of the 21st century, plus another 1,300 graduate students. As of 2004, the campus consisted of 96 buildings, located on 235 suburban acres nine miles west of Boston. Brandeis University is especially renowned for its programs in the physical and natural sciences, in history, and in Jewish studies. (Source)

3) Brandeis University Investment Club (BUIC) strives to educate the community about the markets and investing principles through the collaborative management of a real portfolio. The club was founded in 1998 by students interested in learning more about the market and gaining real experience in investing. Consistent with the founding principles of the club, we believe that the learning value of investing real money is many times greater than that of virtual portfolio management. We currently manage around $17,000 of university endowment funds. All members of the community, regardless of experience levels, are encouraged to attend and participate in our weekly meetings. Many of our members are prospective professionals in the world of finance, providing an excellent venue to search for career advise and to network with like-minded peers. Many others are completely new to the stock market and investing, or seek to better manage their personal finances. The club also looks to work with individuals in the finance industry and academia who are interested in our goal of education.  Meeting times are Tuesdays from 8-9pm in Olin Sang 201. (Source)

4) The Brandeis University Endowment Fund provides resources to fund scholarships, fellowships, faculty salaries, programs, activities, and facilities. As of June 30, 2012, the endowment invests over $203.9 million,or about 30%, of its $674.5 million total endowment investments to hedge funds. (Source)

5) Brandeis University has established a working group to “explore” divesting from the fossil fuel industry.

“Over the past year, a number of our community members have become engaged in this movement, sparked by their commitment to sustainability and increasing concerns over the role of fossil fuels in climate change and other social justice issues,” said university President Frederick M. Lawrence said in a letter to the campus community last week.

“This working group is being brought together to find the most Brandeisian answer to this issue,†he added. (Source)

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