Pennsylvania State University Office of Investment Management

Overview

Penn State’s Office of Investment Management manages endowment and long-term investment assets supporting the university.¹

The endowment supports scholarships, programs, faculty, and other university priorities.¹

Estimated AUM: $5.2B as of Jun 30, 2025²
Capital pool: university endowment and long-term investment pool¹
Investment model: External Managers: Most of our investable assets are overseen by external investment managers.²
Investment approach: Asset Allocation: Portfolio construction benefits from balancing liquidity needs with a mixture of investment strategies to achieve the necessary return on investment to achieve the financial objectives over the appropriate time horizon while not exceeding risk tolerances.²
Spending support: Not listed yet
Spending policy: Not listed yet
Asset allocation: Public evidence references these asset classes or allocation areas: private equity, public markets, fixed income.²
Performance: Not listed yet
Governance: Here’s how it works: Strong Governance : Our Board of Trustees is the ultimate fiduciary of the investments.²
Investment team: Not listed yet²
Unfunded commitments: Not listed yet
Source freshness: Last verified Jul 3, 2026 · Verified

Last verified Jul 3, 2026 from public career and organization materials.

Website (oim.psu.edu)Parent organization overview, Pool purpose, Institution type, Capital pool, Headquarters, Investment office page · checked Jul 3, 2026
Website (oim.psu.edu)Estimated AUM, Investment model, Investment approach, Asset allocation, Governance, Investment team · checked Jul 3, 2026