Overview
Undergraduate Programs Graduate Programs Online Programs Miami News The latest news, events, and more from Miami University.1
Miami University's endowment capital supports long-term institutional spending and mission continuity.1
Investment program
- Estimated AUM
- $1.1B as of Mar 31, 20262
- Capital pool
- endowment / pooled investment fund (PIF)1
- Investment model
- Miami University and its Foundation use multiple third-party providers, including Strategic Investment Group as an outsourced CIO for endowment and non-endowment assets, Northern Trust as custodian, and other specialized providers.3
- Investment approach
- for long-term career success LinkedIn Best Colleges 2025 No.1
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: venture capital, private credit, hedge funds.4
- Performance
- Not listed yet
- Governance
- The Board’s investment committee reviews endowment spending policy and periodic investment reports and has oversight responsibility for non-endowment assets.5
- Investment team
- Miami’s Office of Investments and Treasury Services manages working capital, reserves, endowment funds, and related investment reporting, while Strategic Investment Group serves as outsourced CIO.6
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Needs review
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (miamioh.edu)Parent organization overview, Pool purpose, Capital pool, Investment approach · checked Jul 25, 2026
- Website (miamioh.edu)Estimated AUM · checked Jul 25, 2026
- Financial statements (miamioh.edu)Investment model · checked Aug 6, 2026
- Website (pionline.com)Asset allocation · checked Jul 25, 2026
- Website (miamioh.edu)Governance · checked Aug 6, 2026
- Website (miamioh.edu)Investment team, Investment office page · checked Aug 6, 2026
Reports and filings
- Miami University and its Foundation use multiple third-party providers, including Strategic Investment Group as an outsourced CIO for endowment and non-endowment assets, Northern Trust as custodian, and other specialized providers.Financial statements · checked Aug 6, 2026
Profile and job sources
- Website (pionline.com)Website · checked Jul 25, 2026
- Website (miamioh.edu)Website · checked Jul 25, 2026
- Website (miamioh.edu)Website · checked Jul 25, 2026
- Website (miamioh.edu)Website · checked Jul 25, 2026
- Website (miamioh.edu)Website · checked Aug 6, 2026
- Website (miamioh.edu)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026