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Washington University in St. Louis Endowment Fund

Name: Washington University Investment Management Company (Washington University in St. Louis’ Endowment Fund)

Assets Under Management: $5.7 Billion (Source: Washington University in St. Louis on 06/ 30/ 2013)

Annual Report:  Washington University in St. Louis annual report 2012–13

Portfolio Insights: “The University has adopted endowment investment and spending policies that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of endowment assets. Under this policy, the return objective for the endowment assets, measured over a full market cycle, shall be to maximize the return against various indices, based on the endowment’s target allocation applied to the appropriate individual benchmarks. The University expects its endowment funds, over time, to provide an average rate of return of approximately 8.0 percent to 9.0 percent annually. Actual returns in any given year may vary from this amount.

To achieve its long-term rate of return objectives, the University relies on a total return strategy in which investment returns are achieved through both capital appreciation (realized and unrealized gains) and current yield (interest and dividends). The University targets a diversified asset allocation that places greater emphasis on equity-based and alternative investments to achieve its long-term objectives within prudent risk constraints.” (Source)

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Top Washington University in St. Louis Endowment Fund (WUIMC) Headlines:

1) Washington University in St. Louis is a private institution that was founded in 1853. It has a total undergraduate enrollment of 7,336, its setting is suburban, and the campus size is 169 acres. It utilizes a semester-based academic calendar. Washington University in St. Louis’s ranking in the 2015 edition of Best Colleges is National Universities, 14. Its tuition and fees are $46,467 (2014-15).

Washington University in St. Louis is located in a city that offers professional sports in football, baseball and hockey in addition to a wide range of options for dining and entertainment. The Wash U Bears are members of the NCAA Division III University Athletic Association. Freshmen are required to live on campus in one of the residence houses. After freshman year, students can choose to live in suite-style housing, on-campus apartments, fraternity houses or off-campus apartments and homes. Approximately 25 percent of students are affiliated with Greek life at Wash U. (Source)

2) Washington University Investment Management Company is an endowment arm of Washington University. It invests in the public equity, debt, and alternative investment markets across the globe. For fixed income portion of its portfolio the firm invests in domestic and international nominal fixed income and inflation indexed bonds. Washington University Investment Management Company was established in 2006 and is based in St. Louis, Missouri. (Source)

3)  Washington University is counted among the world’s leaders in teaching and research and draws students and faculty to St. Louis from all 50 states and more than 125 nations. The University is highly regarded for its commitment to excellence in learning. Six major world rankings of leading universities include Washington University in the top 12% and 5 of the 6 place the university in the top 10% of universities in the world.  In U.S. News’ undergraduate category for 2011, Washington U. is ranked 14th among national universities. The university offers more than 90 programs and almost 1,500 courses leading to bachelors, masters and doctoral degrees in a broad spectrum of traditional and interdisciplinary fields.

Washington University Investment Management Company is the investment office for the university.  The office employs 13 investment professionals and four support staff.  The Washington University endowment was valued at $5.3 billion as of June 30, 2012, making it among the top 20 largest university endowments in the U.S. (Source)

4) Over the last several years, the school’s endowment has increased to $213 million (2004) and annual gifts average $12 million per year.[citation needed] Simon Hall was opened in 1986 after a donation from John E. Simon.

Undergraduate BSBA students take 40–60% of their courses within the business school and are able to formally declare majors in eight areas: accounting, entrepreneurship, finance, healthcare management, marketing, managerial economics and strategy, organization and human resources, international business, and operations and supply chain management. Graduate students are able to pursue an MBA either full-time or part-time. Students may also take elective courses from other disciplines at Washington University, including law and many other fields. Mahendra R. Gupta is the Dean of the Olin Business School. (Source)

5) Daniel E. Feder, JD, has been named managing director of private markets at Washington University Investment Management Co. (WUIMC) — the investment office for the endowment at Washington University in St. Louis.

As a senior member of the WUIMC, Feder will play a key role in the overall management of WUSTL’s endowment and other university assets, which were valued at $6.2 billion at the end of the 2013 fiscal year.

His appointment is effective Dec. 2, according to Kimberly G. Walker, WUIMC’s chief investment officer.

“Dan Feder is an experienced investor who brings a wealth of knowledge and insight to private market portfolio management for sophisticated institutional capital pools. With this experience, Dan will build upon the program the WUIMC staff has put together over the past seven years,” Walker said. (Source)

About Richard C. Wilson