Overview
Southern Methodist University is a private, nonsectarian research university near Dallas, Texas, with more than 12,000 students and eight degree-granting schools.1
Southern Methodist University's endowment capital supports long-term institutional spending and mission continuity.2
Investment program
- Estimated AUM
- $2.5B2
- Capital pool
- Endowment Pool (diversified: global equities, fixed income, diversifying strategies, private equity, venture capital, real assets)2
- Investment model
- He works with the Investment Committee of the Board of Trustees setting agendas, developing policies, formulating investment strategies, as well as recommending specific investment managers and vehicles for carrying out the investment program.3
- Investment approach
- Approximately 96% of the endowment is invested in the Endowment Pool, a highly diversified portfolio consisting of global equities, fixed income, diversifying strategies, private equity, venture capital, and real assets.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, real estate, public markets, fixed income.2
- Performance
- Not listed yet
- Governance
- The trustees and administration expect that the endowment fund will provide support for the purposes of the institution while complying with the specific directions concerning use of income set forth by the original endowment fund donors.2
- Investment team
- The Investments Office is led by Rakesh Dahiya, Chief Investment Officer, who oversees endowment, mineral, and planned-giving assets and works with the Investment Committee on policy, strategy, managers, risk, and reporting.3
- 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 (smu.edu)Parent organization overview · checked Aug 6, 2026
- Website (smu.edu)Pool purpose, Capital pool, Estimated AUM, Investment approach, Asset allocation, Governance, Investment office page · checked Jul 25, 2026
- Website (smu.edu)Investment model, Investment team · checked Jul 25, 2026
Profile and job sources
- Website (smu.edu)Website · checked Jul 25, 2026
- Website (smu.taleo.net)Website · checked Jul 25, 2026
- Website (smu.edu)Website · checked Jul 25, 2026
- Website (smu.edu)Website · checked Aug 6, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026