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Claremont Graduate University Endowment Fund

Name: Claremont Graduate University

Assets Under Management: $269.2 Million (Source: Claremont Graduate University on 6/30/2013)

Annual Report: Claremont Graduate University Claremont, California EIN 1-951664100-A1 Independent Auditor’s Report in Accordance with OMB Circular A-133 and Financial Statements June 30, 2013 and 2012

Portfolio Insights: “Founded in 1925, Claremont Graduate University (the University) is a member of The Claremont Colleges, located forty-five miles east of Los Angeles. The member institutions (see Note 16) are academically independent but share some central programs and services.

The remaining investments are managed as separate investments. Investments are reported at fair market value, except for real estate investments, trust deed loans, and certain other miscellaneous assets which are stated at cost. Venture capital investments are stated at fair value as of the most recent valuation prior to year end.” (Source)

Our team, the Endowment Fund Association (EFA) and is the #1 community and most visited website dedicated to endowment fund professionals.  We provide endowment funds with buy-side co-investment and direct investment deal origination services, outsourced chief investment officer selection help,  and also provide Endowment 500 research and Endowment Database Solutions.

Top Claremont Graduate University Endowment Fund Headlines:

1) A prominent healthcare economist and former high-ranking administrator at Syracuse University will be the next leader of Claremont Graduate University, a 2,200-student campus that awards master’s and doctoral degrees, university officials said.

In an announcement scheduled for Wednesday, Deborah A. Freund, 58, will be named president of the private university, one of two graduate institutions in the seven-member Claremont Colleges consortium.

The first woman to head the school, Freund is expected to take her position in the fall, replacing Joseph C. Hough, an interim leader who has served since Robert Klitgaard left the presidency in February 2009 after differences with the university’s trustees. (Source)

2)  Founded in 1925, Claremont Graduate University (CGU) is a graduate-student only institution located in Claremont, CA, 45 miles east of Los Angeles. The university is part of the Claremont Colleges, a group of seven independent colleges and universities on contiguous campuses in Claremont. Each institution has its own board and management that set school-specific strategic direction. The member schools benefit from shared administrative and student services such as a library system, employee benefits, and athletic facilities that are managed through the Claremont University Consortium.

CGU’s full time equivalent (FTE) enrollment totaled 1,064 in fall 2013, or 0.6% over the preceding year and 3.4% below fall 2009. The university continues to move forward with its decennial accreditation review with its regional accreditor, the Western Association of Schools and Colleges. Management noted that there have not been (nor are there expected to be) any material issues or concerns related to the accreditation review process. (Source)

3) A Claremont Graduate University endowment fund sponsored the effort, which promoted creating and “improving” entries dedicated to: feminists; feminist theories; science studies; science, technology and society; human sexuality; artificial intelligence; and film theory; according to an email that announced the event to the Claremont Colleges community, as well as the “Edit-a-thon Wikipedia Page.” (Source)

4) As part of a $4 million donation by the San Manuel Band of Mission Indians, Claremont Graduate University (CGU) will expand the San Manuel Tribal Administration Certificate Program adding another year of advanced courses. This latest contribution by San Manuel makes for a combined total of $7.4 million donated by the tribe to an endowment at CGU for the program, which provides training and education for tribal management and employees. This program is the only one of its kind in the country.

The San Manuel Band of Mission Indians is based in Highland, California.

To commemorate the program expansion, San Manuel Chairwoman Lynn Valbuena and Secretary Ken Ramirez were joined by graduates of the program to present to CGU President Deborah Freund a check at the San Manuel Indian Reservation on May 30 for the advancement of training, practicums and courses for the program. The new program will be available for students who have completed the first-year certificate. (Source)

5) Deborah A. Freund, distinguished professor of public administration and economics at Syracuse University’s Maxwell School of Citizenship and Public Affairs, has been appointed the 15th president of Claremont Graduate University (CGU). Freund will be the first woman to serve as CGU president and will formally take office in the fall.

Founded in 1925, CGU is an independent institution devoted entirely to graduate research and study. The 19-acre campus in Claremont, Calif., has nine academic schools and conducts leading-edge research, awarding master’s and doctoral degrees in 24 disciplines.

According to CGU Chairman of the Board Donald Baker, “Professor Freund personifies the 85-year tradition of dedication to academic excellence in research and teaching that is CGU’s hallmark. As an internationally recognized scholar and sought-after expert in the field of health care policies and economics, she will have a decidedly positive impact on CGU’s students and faculty. We are fortunate that she will bring extensive administrative experience to her service as president of Claremont Graduate University.” (Source)

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