Overview
The Duke Endowment is dedicated to enabling children in the Carolinas to live successful lives.1
The Duke Endowment's investment pool supports the organization's philanthropic mission and grantmaking capacity.1
Investment program
- Estimated AUM
- $5B as of Dec 31, 20242
- Capital pool
- endowment/investment portfolio1
- Investment model
- Not listed yet1
- Investment approach
- Advance Innovation We partner with health systems and community-based organizations to identify, develop and test innovative programs that have the potential for long-term scale and sustainability.3
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: real estate, infrastructure, fixed income.2
- Performance
- Not listed yet
- Governance
- Governed by a board of trustees , Endowment staff conduct grantmaking according to guidelines in Mr.1
- Investment team
- Not listed yet1
- 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 (dukeendowment.org)Parent organization overview, Pool purpose, Capital pool, Investment model, Governance, Investment team · checked Jul 25, 2026
- Financial statements (dukeendowment.org)Estimated AUM, Asset allocation · checked Jul 25, 2026
- Website (dukeendowment.org)Investment approach · checked Jul 25, 2026
- Website (dukeendowment.org)Investment office page · checked Jul 25, 2026
Reports and filings
- Public evidence references these asset classes or allocation areas: real estate, infrastructure, fixed income.Financial statements · checked Jul 25, 2026
Profile and job sources
- Website (dukeendowment.org)Website · checked Jul 25, 2026
- Website (dukeendowment.org)Website · checked Jul 25, 2026
- Website (dukeendowment.org)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026