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Wabash College Endowment Fund

Name: Wabash College Business Office

Assets Under Management: $479.7 Million (Source: Wabash Collegeon 6/30/2012)

Annual Report: Wabash College 2011-2012

Portfolio Insights: “Financially speaking, 2011-2012 was a successful year for Wabash College. Our Net Assets dropped slightly for the year, however the College still maintains net assets in excess of $479 Million. The value of the endowment at June 30, 2012 was approximately $325 Million. Our Investment Manager performance for the year yielded a return of -.66% for the year. The Investment Committee of the Board of Trustees was very active in monitoring our investments during the past year and the Committee members believe that our investment strategy is a sound one for the long haul.” (Source)

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Top Wabash College Endowment Fund Headlines:

1) As of July 31, 2007, the value of Wabash’s endowment was $413 million, which places Wabash first among schools in the Great Lakes Colleges Association in average per-student endowment funds. On a per-student basis, Wabash College ranks among the top 30 colleges in the nation. (Source)

2) Wabash College, Crawfordsville, Ind., hired Clifton Group to provide a futures-based equity overlay for residual cash and manager transitions for the school’s $310 million endowment fund, said Deanna McCormick, CFO and treasurer. Fund Evaluation Group assisted. (Source)

3) Dec 15, 2009 – Wabash College says it has received a $7.8 million grant from the Lilly Endowment to continue the programs of the Wabash Center for Teaching and Learning in Theology and Religion. The 18-year-old center’s mission is to strengthen the quality of teaching and learning in the fields of theology and religion in North American theological schools, colleges and universities.

The grant will let the center continue programming through 2018. It brings to more than $48 million the total grants the Indianapolis-based Lilly Endowment has given the center. More than 1,100 faculty members from across the U.S. and Canada have participated in Wabash’s teaching workshops, and the center has worked with more than 280 theological schools and religion departments to help them enhance their teaching and learning practices. (Source)

4) March 7, 2012 – Wabash President Pat White announced a gift from Edward Jones that will help to endow Wabash’s innovative Business Leaders Program. The gift matches a generous Challenge of Excellence commitment from Wabash Trustee Gary Reamey ’77, who is a Principal with Edward Jones at its Canadian headquarters.

“We are proud of the Wabash legacy at Edward Jones, which includes — among many others — three Wabash trustees,” said President White. “These two gifts are a genuine endorsement of our Business Leaders Program, and we are honored that a talented business leader like Gary Reamey and one of the most respected financial services companies in the world have chosen to invest in the program.” (Source)

5) Wabash College strives to provide a solid foundation for men to grow and develop socially, mentally and academically. Most commonly known for the Biology, Economics and History programs, Wabash offers students a well-rounded choice of both liberal arts and science programs – giving students over 50+ programs to choose from. Deeply driven by traditions and community values, students can enjoy plenty of annual and bi-annual events throughout the campus that encourage them to get involved with their peers and outer community. The college provides a warm and inviting atmosphere for both students and their visiting friends and family, offering plenty of entertainment and leisure activities to enjoy. (Source)

About Richard C. Wilson