Investing

Strategy & Performance

Overview

The UNT Foundation portfolio is structured to provide a consistent level of inflation-adjusted returns within acceptable long-term risk levels. It consists of an allocation of assets among well-diversified equity, fixed income, and alternative investments with a ratio of 60% Growth Assets, 30% Risk Reduction Assets, and 10% Inflation Protection Assets. Managers in each of these classes are benchmarked against the appropriate style median for each, resulting in a portfolio that is worthy of your commitment.

A Strong Endowment

A strong endowment is a hallmark of a great university. A primary function of the UNT Foundation is endowment fund management. Endowments are created by donated gifts that are invested to produce a permanent flow of income. The income is used year after year to support the university activity of the donor’s choosing, such as student scholarships, faculty support, research funding, graduate fellowships. and lectureships. The UNT Foundation processes gifts to create endowments, sets up appropriate accounts, invests the fund according to Board policies, tracks income and expenses, and produces as well as distributes reports.

 

Strategy & Performance

The Board’s most basic responsibility is to preserve the Foundation’s resources, including the endowment, in perpetuity. The UNT Foundation seeks to maintain “generational neutrality.” In other words, the goal is to ensure that future recipients of endowment distributions receive the same level of direct or indirect support as do current recipients. The UNT Foundation does this through its Investment Committee.

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About Our Fund Managers

The UNT Foundation Investment Portfolio is structured to provide a consistent level of inflation-adjusted returns within acceptable long-term risk levels.
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