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Temple University Endowment Fund

Name: Temple University Investment Management

Assets Under Management: $407.1 Million (Source: Temple University on 6/30/2013)

Annual Report: Temple University Consolidated Financial Statements as of and for the Years Ended June 30, 2013 and 2012

Portfolio Insights: “Temple University–Of The Commonwealth System of Higher Education (the University) is comprised of Temple University (TU), the academic division of the University, which is a state-related comprehensive research university with its headquarters and largest campus located in Philadelphia, Pennsylvania, and Temple University Health System, Inc. (TUHS), a Pennsylvania not-for-profit corporation of which the University is the sole
member. TUHS is the parent of many health care subsidiaries in the Philadelphia area and serves principally to coordinate the activities of these subsidiaries.

nvestments are comprised of the assets of the University’s endowment, certain temporarily restricted funds, funds designated by the Board of Trustees to be invested as endowments, certain funds set aside to retire long-term debt, other plant-related funds and other unrestricted funds held for operating purposes.” (Source)

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Top Temple University Endowment Fund Headlines:

1) Temple University’s Office of the Executive Vice President, CFO and Treasurer (Temple) oversees a number of critical university functions, including financial affairs, human resources, technology, and procurement. Additionally, Temple and the University’s Investment Committee oversee the management of $1.5 billion of University funds. Temple and the Temple Trustee’s Investment Committee recently developed a new investment philosophy for the key funding pools under the endowment, and they are now exploring mechanisms for institutionalizing this philosophy. (Source)

2) Temple University has developed a climate action plan and includes sustainability as a core value in university policy and the campus master plan. The Sustainability Advisory Group has planned new green building initiatives, and three sustainability councils have worked to bring sustainability-related speakers and events to campus.

The university has established a goal of reducing greenhouse gas emissions 30 percent from 2005 levels by 2030, with interim goals every five years. Temple has taken steps to decrease energy consumption through the use of temperature setbacks and the installation of technologies such as steam trap systems and heat recovery systems. (Source)

3) The university’s Endowment is a pool of specifically designated gifts and monies that are invested in perpetuity, providing the university with an indefinite source of earned income. Unlike an outright gift, in which the money is spent either immediately or over a short-term period (often called a “term” fund), a gift to establish an endowed fund invests the principal of the gift into the university’s Endowment Portfolio, with only the income being available to spend year-to-year. While all endowed funds are pooled for investment purposes (leveraging the buying power of the Endowment in its entirety), the portion of the Endowment contributed to by a specific gift is tracked, such that that portion of the endowment income is spent according to the donor’s wishes. (Source)

4) Dan Zibman has been involved in the hedge fund industry since 1996 and has raised over $900 million to date. Prior to his role as Senior Advisor to Sword, Rowe & Company and Sword Securities Corporation, Dan spent eight years at Princeton International Management and six years at Miller Tabak & Co. Dan began his career in the hedge fund industry as the Director of International Marketing at Tremont Advisors, building their international business bases in Europe and South America. Dan received his BA and MBA from Temple University. (Source)

5) The purpose of The William C. Dunkelberg Owl Fund is to provide the Temple University students with an active learning environment where they put investment principles into practice to achieve professional and personal goals related to investment management.

The TUIA serves as both the generator and disseminator of information regarding the selection of equity securities for the Fund’s portfolio. The William C. Dunkelberg Owl Fund has a portfolio composed of equity investments throughout various sectors of the economy. Industry standard research tools such as Bloomberg Professional, Morningstar and Capital IQ are used to conduct company due diligence and valuation in creating research reports that are presented to the TUIA. Investment analysis and equity pitches are done in the Capital Markets Room. (Source)

About Richard C. Wilson