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University of Oklahoma Endowment Fund

Name: University of Oklahoma

Assets Under Management: $809.6 Million (Source: University of Oklahoma on 6/30/2012)

Annual Report:  University of Oklahoma June 30, 2012

Portfolio Insights: “Total assets of the University increased $105.2 million from June 30, 2011. The current year increase was primarily due to an increase in capital assets, net of depreciation, of $88.8 million and an increase in cash and cash equivalents of $37.6 million due to private gifts.

At June 30, 2012, the University had approximately $1,404.1 million invested in capital assets, net of accumulated depreciation of $643.7 million. Depreciation charges for the current year totaled $58.4million compared to $54.2 million and $45.8 million in the two prior years. Note 8 to the financial statements provides additional information on capital asset activities and balances.

Total liabilities of the University increased $68.8 million from June 30, 2011. This increase was primarily due to increases in revenue bonds payable ($62.5 million) and OPEB ($7.0 million).” (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 University of Oklahoma Headlines:

1) The $750 million University of Oklahoma endowment is considering increasing its allocation to private equity, and may also add beta management and cash overlay strategies in the next few months, said Director of Investments Benjamin Stewart.
The endowment is considering the changes to help improve long-term return expectations of the portfolio and efficiently reduce cash drag, Stewart said. The boost to private equity would bring the total allocation from 10% to 15%, he added. The money would come over time from global equity. It will make a decision on whether to make the strategic increase by the end of the year.
The endowment makes up 75% of the University of Oklahoma’s $1 billion foundation. Expendable assets and various other assets make up the rest. (Source)

2) The University of Oklahoma Foundation makes a list of endowment holdings available to trustees, senior administrators, and other select members of the school community. This information is available at the investment office. The foundation does not make the shareholder voting record of its commingled funds public. The foundation aims to optimize investment returns and does not invest the endowment in on-campus sustainability projects, renewable energy funds, or community development loan funds. (Source)

3) At the OK-NARO Convention in 2005, Robyn Guest presented the idea of starting a scholarship at the University of Oklahoma to honor Jim and Sandra Stafford. In 2007, a formal endowment contract was signed with the University of Oklahoma. John Brower of Tulsa then became very interested in starting a scholarship at Tulsa University. In 2008, a formal endowment contract was signed with Tulsa University. Both scholarships were initially funded by OK-NARO with $15,000.00 each. (Source)

4) The University of Oklahoma (OU) uses wind power to provide 56 percent of its electricity use. In a contract with the Oklahoma Gas and Electric Company (OG&E), OU expects to purchase 100 percent of its energy from wind power by 2013. This commitment is instrumental in enabling OG&E to build the OU Spirit Wind Farm – along with the required distribution lines to the grid – in northwestern Oklahoma.

The University of Central Oklahoma (UCO) is purchasing 100 percent of its power from wind. Using 26 million kilowatt-hours of green power annually, it is one of the largest purchasers of green power by a college or university in the nation. The university also has on-site bio-diesel production, works with a performance contractor to increase its energy performance, and employs Energy Star-labeled products. (Source)

5) The University of Oklahoma (OU) is a public research university located in Norman, Oklahoma. Known for its academic excellence and strong sense of community, OU’s mission is to “provide the best possible educational experience for its students.” (Source)

About Richard C. Wilson