Name: Muhlenberg Investment Society
Assets Under Management: $323.6 Million (Source: Muhlenberg College on 6/30/2012)
Portfolio Insights: “The College carries its financial instruments at estimated fair value. The estimated fair values that differ from the carrying amount have been determined by the College using available market information. The fair values of investments in debt and equity securities are based upon quoted market prices and at appraised value for donated securities. The fair value of contributions receivable is determined by discounting the future cash flows to their present value using current market borrowing rates.” (Source)
Our team, the Endowment Fund Association (EFA) and Endowments.com 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 Muhlenberg College Endowment Fund Headlines:
1) The Muhlenberg Investment Society is a student-led group that manages real funds on behalf of Muhlenberg College. Thanks to a gift from an alumnus and non-endowment funds allocated by the Muhlenberg College Board of Trustees, the organization enables students to use market research and analysis to administer a portfolio valued at approximately $250,000. The group’s long-term goal is to outperform the gains realized by Muhlenberg’s endowment funds.
“The last presentation to the Board showed an 11% annualized gain since 2008,” says Jason Monroe ’14, a finance and economics double major and a captain of Muhlenberg’s lacrosse team. “We’re proud of that, especially considering the downward trends precipitated by the global financial crisis.” (Source)
2) Muhlenberg College aims to develop independent critical thinkers who are intellectually agile, characterized by a zest for reasoned and civil debate, committed to understanding the diversity of the human experience, able to express ideas with clarity and grace, committed to life-long learning, equipped with ethical and civic values, and prepared for lives of leadership and service. The College is committed to providing an intellectually rigorous undergraduate education within the context of a supportive, diverse residential community. Our curriculum integrates the traditional liberal arts with selected pre-professional studies. Our faculty are passionate about teaching, value close relationships with students, and are committed to the pedagogical and intellectual importance of research. All members of our community are committed to educating the whole person through experiences within and beyond the classroom. Honoring its historical heritage from the Lutheran Church and its continuing connection with the Evangelical Lutheran Church in America, Muhlenberg encourages, welcomes, and celebrates a variety of faith traditions and spiritual perspectives. (Source)
3) Serving since 2003 as Muhlenberg’s eleventh President, Peyton Randolph “Randy” Helm earned his BA in Archaeology from Yale University and his PhD in ancient history, specializing in ancient Greek and Near Eastern history and literature, from the University of Pennsylvania. President Helm reports to the Board of Trustees, the governing body of the College. In conjunction with the Board, he created a Board of Observers, which aids the College in periodic assessment at the departmental level. President Helm has announced his retirement from the College, effective June 30, 2015. Holding the faculty rank of Professor of History, Dr. Helm teaches courses in Homeric Epic and Greek history as his schedule permits. (Source)
4) John Ramsay, Ph.D., earned his Bachelor of Arts degree from Bucknell University and received his Ph.D. in educational studies from the State University of New York at Buffalo. From 1984-89 he was the chair and director of the teacher education program at Dickinson College. He taught at Carleton College from 1989-2009, and served as an associate dean at Carleton from 2004-07.
During his tenure as associate dean, Ramsay coordinated the college’s efforts to recruit and retain a talented and diverse faculty. He worked on the renewal of major institutional grants from the Howard Hughes Medical Institute and the Andrew W. Mellon Foundation. His own teaching and scholarship were supported by grant funding from the National Endowment for the Humanities, the American Council on Education and the American Council of Learned Societies.
In his capacity as Provost, Ramsay will manage all fiscal and personnel aspects of the academic program, overseeing all academic department heads. The Provost also oversees the deans of academic life, international programs, and the Wescoe School; the registrar’s office, the Institute for Jewish-Christian Understanding, the Martin Art Gallery, the Entrepreneurship Institute, the Center for Ethics and the RJ Fellowship Program. (Source)
5) A Muhlenberg education develops each individual’s capacity for a life of leadership and service by challenging and strengthening mind, spirit, character, and community. We believe the College’s faculty, students, staff, trustees, and alumni share and contribute to the following values. Accordingly, these values should guide and inform those engaged in the College’s strategic planning process as we identify goals, develop strategic initiatives, and set priorities. (Source)