Overview
The Investment Office serves Wellesley College’s mission—to provide an excellent liberal arts education for women who will make a difference in the world—through the management and oversight of key College financial assets and benefit plans.1
Wellesley College's endowment capital supports long-term institutional spending and mission continuity.1
Investment program
- Estimated AUM
- $3.2B as of Jun 30, 20252
- Capital pool
- university/college endowment1
- Investment model
- The Investment Office serves Wellesley College’s mission—to provide an excellent liberal arts education for women who will make a difference in the world—through the management and oversight of key College financial assets and benefit plans.1
- Investment approach
- The chief investment officer leads the team in the annual asset allocation study, portfolio structure and positioning, as well as sourcing, selecting, and monitoring each investment.3
- 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.3
- Performance
- Not listed yet
- Governance
- In addition to donor-restricted funds, the endowment includes funds that have been designated to act as endowment by the Board of Trustees.1
- Investment team
- The Investment Office serves Wellesley College’s mission—to provide an excellent liberal arts education for women who will make a difference in the world—through the management and oversight of key College financial assets and benefit plans.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 (wellesley.edu)Parent organization overview, Pool purpose, Capital pool, Investment model, Governance, Investment team, Investment office page · checked Jul 25, 2026
- Annual report (wellesley-college.files.svdcdn.com)Estimated AUM · checked Jul 25, 2026
- Website (wellesley.edu)Investment approach, Asset allocation · checked Jul 25, 2026
Reports and filings
- Existing profile AUM value with source URL https://wellesley-college.files.svdcdn.com/production/administrative-departments/Finance-and-administration/Controller/Annual-report/Wellesley-College-Annual-Report-2024-2025_web.pdf?dm=1766497639.Annual report · checked Jul 25, 2026
Profile and job sources
- Website (wellesley.edu)Website · checked Jul 25, 2026
- Website (wellesley.edu)Website · checked Jul 25, 2026
- Website (career.wellesley.edu)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026