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Oregon University System Endowment Fund

Name: Oregon University System (OUS)

Assets Under Management: $270 Million (Source: Oregon University System on 6/30/2014)

Annual Report: Oregon University System 2014 Annual Financial Report

Portfolio Insights: “The following Management’s Discussion and Analysis (MD&A) provides an overview of the financial position and activities of the Oregon University System (OUS) for the years ended June 30, 2014, 2013 and 2012. The MD&A focuses on OUS as a whole and is intended to foster a greater understanding of OUS’s financial activities.

Changes to Total Assets reflected a larger increase than changes to Total Liabilities which caused Total Net Position to increase $83 million, or 6%, during 2014 compared to a $14 million, or 1%, increase in 2013. As illustrated by the following graph, the make-up of net position changed between 2014, 2013 and 2012.” (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 Oregon University System Endowment Fund Headlines:

1) The Oregon University System Pooled Endowment Fund (Fund) is a permanent fund and is expected to operate in perpetuity, so these funds will be invested long-term. It is important to follow coordinated policies regarding spending and investments to protect the principal of the funds and produce reasonable total return. (Source)

2) The Oregon University System is exploring whether it should divest its endowment fund from 200 publicly traded companies that hold the majority of the world’s proven coal, oil and gas reserves.

The inquiry follows a push from students at several of the universities in tandem with a student movement across the globe. The students are among activists at more than 300 colleges and universities who want their schools to withdraw endowment funds from fossil fuel companies. They want schools to divest from direct ownership and any commingled funds that include fossil fuel public equities and corporate bonds.

So far, organizers say a handful of universities have agreed to divest funds. Ten U.S. cities, including Eugene, have also committed to divest. (Source)

3) Portland State won big. So did the University of Oregon and Oregon State University. Oregon’s Legislature finally stood up for education in the just-completed session.

At $761 million, the 2013-2015 Oregon University System operating budget is up about 10 percent from last biennium. (The system governs Oregon’s seven public universities.) The capital budget is up a whopping 104 percent.

As for Portland State, it received $40 million in bonding capacity to triple the size of its business school. This will help PSU attract more students, become a destination school and churn out graduates who can work in Oregon businesses.

Lawmakers also dedicated $3.75 million to fund a business incubator that will work to commercialize research developed at UO and OSU. The accelerator, called the South Willamette Valley Regional Accelerator and Innovation Network, or RAIN, will have offices in both Eugene and Corvallis. (Source)

4) In 2005 the Oregon State Legislature passed an innovative bill that provides an unprecedented tax incentive for donors who choose to support commercialization of promising university discoveries and campus-based entrepreneurial education by contributing to university venture development funds at the seven Oregon University System (OUS) campuses and Oregon Health & Science University (OHSU). This legislation was finalized in 2007 with passage of SB 582. (Source)

5) Cathy Dyck began her appointment as Acting Chancellor of the Oregon University System on August 16, 2014.  Cathy DyckPrior to that appointment she was the Vice Chancellor of Finance and Administration for the Oregon University System.  Cathy has had a long and distinguished career in higher education finance and administration.  She served at Portland State University, Portland State University Foundation, New Mexico State University—Carlsbad, Whitworth College, and University of Alaska.  She has also held positions in the private industry, including Oregon Software Inc., VisionWorks, and as an independent consultant.

Cathy earned a Bachelor’s degree in Business Management and Accounting from the University of Maryland, and a Master’s of Public Administration from Portland State University.  She is also a graduate of the WACUBO Business Management Institute. (Source)

About Richard C. Wilson