Overview
“Our mission is the strongest when our donors believe in UMMC.” The Ole Miss woman’s softball team celebrates a win over Arkansas in Super Regional play in May to clinch the program’s first trip to the Women’s College World Series.1
University of Mississippi (endowment managed by the University of Mississippi Foundation)'s endowment capital supports long-term institutional spending and mission continuity.1
Investment program
- Estimated AUM
- $1B as of Jun 30, 20252
- Capital pool
- university endowment1
- Investment model
- A 2008–09 Foundation annual report states that the Joint Committee selected fund managers and that the Foundation employed Fund Evaluation Group as an overlay manager.3
- Investment approach
- Endowment growth comes from donor gifts and revenue generated from strategic, long-term investments.2
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- As of June 30, 2021, the reported allocation was 12% U.S. public equities, 21% global equity funds, 5% emerging equities, 27% private/hedged equities, 8% rate-sensitive fixed income, 8% credit-sensitive fixed income, 12% real assets, and 7% diversifying strategies.4
- Performance
- Not listed yet
- Governance
- The Foundation’s Investment Committee recommends an annual joint investment policy statement, operates under authority from the Board, and includes Foundation board members with significant investment-management expertise.5
- Investment team
- A historical annual report describes a Joint Committee consisting of nine Foundation board members and three university representatives, with the committee responsible for asset allocation, spending policy, and manager selection.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 (umfoundation.com)Parent organization overview, Pool purpose, Capital pool · checked Jul 25, 2026
- Website (umfoundation.com)Estimated AUM, Investment approach · checked Jul 25, 2026
- Annual report (umfoundation.com)Investment model, Investment team · checked Aug 6, 2026
- Fact sheet (umfoundation.com)Asset allocation · checked Aug 6, 2026
- Manual research (umfoundation.com)Governance · checked Aug 6, 2026
- Website (umfoundation.com)Investment office page · checked Jul 25, 2026
Reports and filings
- A 2008–09 Foundation annual report states that the Joint Committee selected fund managers and that the Foundation employed Fund Evaluation Group as an overlay manager.Annual report · checked Aug 6, 2026
- As of June 30, 2021, the reported allocation was 12% U.S. public equities, 21% global equity funds, 5% emerging equities, 27% private/hedged equities, 8% rate-sensitive fixed income, 8% credit-sensitive fixed income, 12% real assets, and 7% diversifying strategies.Fact sheet · checked Aug 6, 2026
Profile and job sources
- Manual research (umfoundation.com)Manual research · checked Aug 6, 2026
- Website (umfoundation.com)Website · checked Aug 6, 2026
- Website (umfoundation.com)Website · checked Jul 25, 2026
- Website (umfoundation.com)Website · checked Jul 25, 2026
- Website (umfoundation.com)Website · checked Jul 25, 2026
- Website (umfoundation.com)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026