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Endowment2

Case Western Reserve University Investment Office

University endowment2 — Cleveland, OH, US2.

Overview

Private research university in Cleveland.1

Endowment provides long-term financial support for university programs, faculty, scholarships, and operations.1

Investment program

Estimated AUM
$2.5B as of Jun 30, 20253
Capital pool
University endowment2
Investment model
The Office of Investments representatives on the Retirement Oversight Committee source potential investment funds suitable for the plans, perform due diligence and recommend specific investments for the committee’s final approval.4
Investment approach
Diversified global investment pool across public and private equities, real assets, hedge funds, and fixed income.1
Spending support
Not listed yet
Spending policy
FY2025 financial report discusses board-approved spending allocation and rates.1
Asset allocation
Public evidence references these asset classes or allocation areas: venture capital, hedge funds, public markets, fixed income.5
Performance
Not listed yet
Governance
Solomon Vice President, Campus Enrichment and Engagement Lee Thompson Deputy Provost, Academic Strategic Initiatives Dean Tufts Vice President, Campus Planning and Facilities Management Dexter Voisin Dean, Jack, Joseph and Morton Mandel School of Applied Social Sciences Chris Zorman Interim Dean, Case School of Engineering University Trustees Wael Barsoum W.3
Investment team
Led by Chief Investment Officer Tim Milanich, four professionals source and examine potential investments across global markets and construct portfolios appropriate to the stated goals and/or liabilities of the assets.6
Unfunded commitments
Not listed yet
Source freshness
Last verified Jul 4, 2026 · Verified

Sources

Last verified Jul 4, 2026 from public career and organization materials.

Fact notes

  1. Annual report (case.edu)Parent organization overview, Pool purpose, Investment approach, Spending policy · checked Jul 4, 2026
  2. Manual research (case.edu)Institution type, Capital pool, Headquarters · checked Jul 4, 2026
  3. Annual report (case.edu)Estimated AUM, Governance · checked Jul 4, 2026
  4. Website (case.edu)Investment model · checked Jul 4, 2026
  5. Website (case.edu)Asset allocation, Investment office page · checked Jul 4, 2026
  6. Annual report (case.edu)Investment team · checked Jul 4, 2026

Reports and filings

Profile and job sources

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