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University of Tulsa Endowment Fund

Name: University of Tulsa

Assets Under Management: $1 Billion (Source: University of Tulsa on 6/30/2012)

Annual Report: University of Tulsa’s 2012 Annual Report

Portfolio Insights: “As members of the University of Tulsa’s Student Investment Fund, we will meet for the purpose of furthering our knowledge of financial management, elevating our experience in the investment arena, promulgating our objectives and purposes to the public, mastering the practices, habits, and ethics of finance professionals, and for the promotion of social and professional relationships amongst our members. This background will provide us with superior knowledge and competitive ability in our professional field.

We will also, as beneficiaries, endeavor to provide superior returns to our shareholders; those individuals who have enabled us to enjoy this experience by donating to the Finance Excellence Fund.” (Source)

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Top University of Tulsa Endowment Fund Headlines:

1) The University of Tulsa‘s School of Petroleum Engineering has received a $7.5 million gift from a local energy company exec. The gift from Jeffrey McDougall, president and founder of Oklahoma City-based JMA Energy Co., will underwrite a director to lead the school and establish the Dr. Kermit Brown Endowment Fund to support faculty through salary supplements, research incentives and other initiatives. In exchange, the program has been renamed the McDougall School of Petroleum Engineering.

“My gift to TU represents not only funding, but also an ongoing relationship,”said McDougall, a 1984 grad of the petroleum engineering program, in a statement. “In my experience, the human element has always been the key to success, and I’m excited about working to help align people and support around the McDougall School of Petroleum Engineering.” (Source)

2) Barnard, Smith, Middlebury, Trinity, Dickinson, and the University of Tulsa—whose endowment funds are managed through Investure earned returns of 15.2 percent to 17.7 percent; the margin of superior performance relative to Harvard’s fiscal 2010 returns principally reflects Harvard’s greater weighting in real-estate investments, which, as reported, produced losses during the year. (Source)

3) “As members of the University of Tulsa’s Student Investment Fund, we will meet for the purpose of furthering our knowledge of financial management, elevating our experience in the investment arena, promulgating our objectives and purposes to the public, mastering the practices, habits, and ethics of finance professionals, and for the promotion of social and professional relationships amongst our members. This background will provide us with superior knowledge and competitive ability in our professional field.

We will also, as beneficiaries, endeavor to provide superior returns to our shareholders; those individuals who have enabled us to enjoy this experience by donating to the Finance Excellence Fund.” (Source)

4) The University of Tulsa’s sustainability committee includes faculty, staff, and students, and coordinates initiatives across campus. The university encourages procurement of environmentally friendly products, including cleaning supplies, napkins, and paper. TU is in the process of conducting a campus energy audit. To reduce energy use, the university utilizes efficient fume hoods, heat recovery systems and temperature setbacks. The campus has installed LED, induction, and other high-efficiency lighting across campus, and has retrofitted stadium lighting with timers and meters. A lights-off campaign was implemented during non-use periods to encourage campus community members to conserve energy. (Source)

5) The University of Tulsa, founded in 1894, is a private institution. It is Oklahoma’s oldest private university, offering a comprehensive education with a personal touch. TU is committed to increasing its already substantial opportunities for collaborative research, internships, off-campus studies and original research. Programs are offered through the Colleges of Arts and Sciences, Business Administration, and Engineering and Applied Sciences. Students choose the university for its small classes, academic support services, a global perspective and a chance to get involved. Its 200-acre campus is located in Tulsa, 100 miles northeast of Oklahoma City. (Source)

About Richard C. Wilson