Overview
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Rochester Institute of Technology's endowment capital supports long-term institutional spending and mission continuity.1
Investment program
- Estimated AUM
- $1.5B as of Jun 30, 20252
- Capital pool
- endowment1
- Investment model
- Monitoring The Advisor(s) and Staff will contact investment managers periodically, and as required (due to changes in each firm’s ownership, key personnel, investment strategy, etc.), to review performance and to confirm that the investment approach remains consistent with that for which the manager was retained.1
- Investment approach
- To satisfy 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) and current yield (interest and dividends).2
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: private equity, venture capital, private credit, hedge funds, real estate, infrastructure, public markets, fixed income.2
- Performance
- Not listed yet
- Governance
- A portion of income and capital gains, as directed by the Board of Trustees, may be expended to carry out the donor’s desired purpose.2
- Investment team
- Managers are required to inform the University of any material changes including, but not limited to, investment philosophy, firm ownership, portfolio manager, organizational structure, assets under management and/or account structure.1
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Verified
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (rit.edu)Parent organization overview, Pool purpose, Capital pool, Investment model, Investment team · checked Jul 25, 2026
- Website (rit.edu)Estimated AUM, Investment approach, Asset allocation, Governance, Investment office page · checked Jul 25, 2026
Profile and job sources
- Website (rit.edu)Website · checked Jul 25, 2026
- Website (rit.edu)Website · checked Jul 25, 2026
- Website (rit.edu)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026