17 / INVESTING IN OUR MISSION
Investing in Our Mission
We are fortunate to have a community of supporters that continues to give so generously. > President Devorah Lieberman
As the world continues to face social and economic challenges, strategies for long-term financial sustainability are more important than ever. One strategy is to continue to grow and strengthen the university’s endowment.
We are pleased to report that thanks to the generosity of our donors and the success of our investment strategies, the value of the University of La Verne’s endowment portfolio is currently $129,406,764! Endowed funds are managed as long-term investments. Similar to a mutual fund, each endowed fund owns units within the university’s endowment pool. To preserve the endowment’s value over time, the pool is invested to provide annual income and long- term growth of principal (although depreciation is always possible). The university’s asset allocation strategy is reviewed at least quarterly to ensure that the portfolio’s investment and diversification objectives are met. $129,406,764 Total Endowment as of June 30, 2022 Asset Allocation
5%
70% Global Equity 5% Hedge Funds
20% Fixed Income 5% Liquid Alternatives
5%
Asset Allocation
20%
70%
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