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University of Wisconsin System Endowment Fund

Name: University of Wisconsin System Office of Risk Management

Assets Under Management: $503.4 Million (Source: University of Wisconsin System on 6/30/2013)

Annual Report: University of Wisconsin System Annual Financial Report 2013

Portfolio Insights: “The University of Wisconsin System remains one of the most efficient, accountable, and productive systems of higher education in the nation. In the 2012-13 academic year, we again enrolled a near-record high of almost 181,000 students and conferred the most degrees ever—more than 36,300 degrees at all levels, including associate through doctorate. We also launched the new UW Flexible Option, which will allow more working adults to return to college to complete their degrees, leveraging knowledge and skills they have acquired from a variety of sources. The UW Flex Option recently opened admissions for its first cohort of programs, beginning in January 2014.” (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 Wisconsin System Endowment Fund Headlines:

1) It is the goal of the UW System to provide a safe and healthful higher education environment for students, faculty, staff, and other people utilizing UW programs and facilities. No job or course of academic study is so important and no request so urgent that one cannot take time to perform that function safely and in compliance with overall environmental regulation.

Throughout the UW System, the respective functions of Workers Compensation, Environmental and Occupational Health & Safety and Risk Management should coordinate to provide comprehensive technical and responsive service. Administration, faculty, and supervisors are responsible for demonstrating leadership in developing proper attitudes toward environmental health and safety, and providing necessary resources to conduct activities safely and ensure environmental compliance. (Source)

2) The University of Wisconsin-Milwaukee is one of 26 campuses comprising the University of Wisconsin System, which is based in Madison. The 13 two-year colleges feed undergraduates to all of the four-year campuses in the system. A 17-member Board of Regents sets policy, while System President Kevin P. Reilly guides its operations. Each individual university in the System has a Board of Visitors. The UWM Board is composed of 20 individuals who focus on legislative and community relations. (Source)

3) The UW Foundation’s offer of a match for gifts supporting students and took action. The Faculty and Staff Great People Scholarship Initiative began with a resolution from the Faculty Senate, followed by the Academic Staff Assembly and classified staff approval, focusing on undergraduate student support. Counting matching funds, staff and faculty have helped to generate almost $2 million for Great People scholarships. (Source)

4) Legislative leaders have said the $95 million budget increase the University of Wisconsin system is looking for in the next budget cycle will be a “tough sell.” But while the legislature and UW officials wait for Gov. Scott Walker’s executive budget, Media Trackers has discovered hundreds of thousands of dollars being spent by the University of Wisconsin-Madison to fund a leftwing propaganda center run out of the University’s Sociology Department.

The University of Wisconsin-Madison’s Center on Wisconsin Strategy (COWS) is a self-proclaimed “think-and-do tank” that has come under fire in recent years for its far leftwing “research.” (Source)

5) Jun 6, 2013 – Julie Van Cleave, the former lead manager of the $5 billion, Bronze-rated Oppenheimer Capital Appreciation Fund, will join the University of Wisconsin Foundation investment team.

Van Cleave, currently a member of the foundation’s board of directors and its investment committee, will step down from the board to assume the position of chief investment officer on July 15. Current CIO Tom Olson will become CIO-private markets to allow for greater focus on a critical component of the endowment portfolio.

“The addition of Julie Van Cleave will add a wealth of knowledge and public market investment experience to our team, which will enable us to better serve our donors and the university,” says Michael M. Knetter, president and CEO. (Source)

About Richard C. Wilson