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Saint Joseph’s University Endowment Fund

Name: Saint Joseph’s University

Assets Under Management: $235 Million (Source: Saint Joseph’s University on 6/30/2014)

Annual Report: Saint Joseph’s University Financial Profile

Portfolio Insights: “As Philadelphia’s Jesuit Catholic University, Saint Joseph’s provides a rigorous, student-centered education rooted in the liberal arts. We prepare students for personal excellence, professional success, and engaged citizenship. Striving to be an inclusive and diverse community that educates and cares for the whole person, we encourage and model lifelong commitment to thinking critically, making ethical decisions, pursuing social justice, and finding God in all things.” (Source)

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Top Saint Joseph’s University Endowment Fund Headlines:

1) PNC Capital Markets, a member of The PNC Financial Services Group, Inc. (NYSE:   PNC), announced today the successful sale of tax-exempt municipal bonds totaling more than $34 million for Saint Joseph’s University, a private, co-educational university located in Philadelphia. Proceeds from the sale of these bond issues will be used to refinance outstanding revenue bonds from 1992.  A portion of the $3.7 million in present value savings that results from this refinancing will be used to enhance the university’s endowment. (Source)

2) With a student population of some 8,950, Saint Joseph’s University has an endowment of more than $173 million. Saint Joseph’s University fields some 20 varsity sports teams in NCAA’s Division I. With a student-faculty ratio of 13 to 1, Saint Joseph’s University offers 60 undergraduate majors, 53 graduate study programs. and 17 institutes and specialized centers. As an employer, Saint Joseph’s University has offered part-time job opportunities in the past. (Source)

3) Saint Joseph’s University will host the 2014 Men’s National Collegiate Club Mid-Atlantic Division “B” Championship on Saturday-Sunday, October 25-26, with Franklin & Marshall College, Millersville University and a combined team from Grove City College/Widener University.

The four-team championship will featured six games over two days as the Hawks, Diplomats, Marauders and Wolverines/Lions duke it out for Ninth-to-11th place finishes in the division.

Several teams elected not to compete at either the “A” or “B” Mid-Atlantic Division Championships as Bloomsburg University, Bucknell University and Lehigh University will not earn final placements in the final Mid-Atlantic standings. In addition, due to Grove City and Widener forming a combined team for the championship, neither the Wolverines nor the Lions earn final spots in the Mid-Atlantic standings. (Source)

4) Saint Joseph’s University is a Catholic and Jesuit university that instills in each member of its academic community: a love of learning and of the highest intellectual and professional achievement; moral discernment reflecting Christian values; and a transforming commitment to social justice. Saint Joseph’s is a private Independent and Comprehensive university. (Source)

5) Feb. 21, 2011 – A group of five undergraduate students, who make up the Saint Joseph’s University Investment Finance team, will compete in the Philadelphia-area Chartered Financial Analyst (CFA) Global Investment Research Challenge local finals on Feb. 24 at the Union League of Philadelphia.

To get to the local final, seniors William Huzar, Kartik Reddy, Reka Foldhazi, Erich Yost and James A. McCue, began preparing in late October by meeting with their public trading company, Urban Outfitters, their CFA-assigned professional research analyst, and faculty advisor, Ahmet Tezel, Ph.D., associate professor of finance, to compose an initiation of coverage report, which was submitted to a panel of judges. (Source)

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