University of Rochester Investment Office

Overview

Private research university in Rochester, New York.¹

Endowment supports students, faculty, programs, research, and institutional priorities.¹

Estimated AUM: $3.8B as of Jun 30, 2025³
Capital pool: University endowment²
Investment model: Rochester’s endowment is managed by external investment advisors overseen by the Investment Office and the Board of Trustees Investment Committee .⁴
Investment approach: It is highly diversified and managed by approximately 100 external investment advisors located around the globe.⁵
Spending support: Endowment support was reported at $135.494 million as of June 30, 2025.¹
Spending policy: Not listed yet
Asset allocation: Public evidence references these asset classes or allocation areas: private equity, hedge funds, real estate, public markets, fixed income.⁶
Performance: FY2025 endowment report states LTIP performance of 12.0% and five-year annualized return of 10.4%.¹
Governance: Approximately 6% of the endowment is from unrestricted gifts that are designated by the Board of Trustees as permanent support for Arts, Sciences & Engineering.⁷
Investment team: Rochester’s endowment is managed by external investment advisors overseen by the Investment Office and the Board of Trustees Investment Committee .⁶
Unfunded commitments: Not listed yet
Source freshness: Last verified Jul 4, 2026 · Verified

Last verified Jul 4, 2026 from public career and organization materials.

Annual report (rochester.edu)Parent organization overview, Pool purpose, Spending support, Investment performance · checked Jul 4, 2026
Manual research (rochester.edu)Institution type, Capital pool, Headquarters · checked Jul 4, 2026
Annual report (rochester.edu)Estimated AUM · checked Jul 4, 2026
Website (rochester.edu)Investment model · checked Jul 4, 2026
Website (rochester.edu)Investment approach · checked Jul 4, 2026
Website (rochester.edu)Asset allocation, Investment team, Investment office page · checked Jul 4, 2026
Website (rochester.edu)Governance · checked Jul 4, 2026