How the endowment is managed
The UW-Whitewater Foundation, Inc. holds the majority of the endowed assets in support of the University of Wisconsin-Whitewater. The Board of Directors of the Foundation is responsible for all endowment investment and distribution policies and to ensure that these policies comply with the laws of the State of Wisconsin. The Investment Committee of the Board of Directors is responsible for making all investment decisions in accordance with these policies.
The Foundation’s primary investment objective is long-term appreciation with a level of risk consistent with the preservation of principal. As of June 30, 2007, the Foundation has almost $17 million under investment with a series of common fund providers. The Investment Committee meets quarterly to review each provider’s performance against appropriate benchmarks, and if necessary, to select new providers.
Each year, the Board of Directors authorizes an allocation from its investment pool to each endowed fund for spending purposes and an amount to cover the Foundation’s costs of managing the endowment. Depending on investment returns, the Board also may make special allocations to each endowed fund to increase its value over time.
Largest Equity Holdings
American - Growth Fund of America (15.1% of portfolio)
American – Fundamental Investors Fund (12.3%)
Vanguard - 500 Index Fund (12.0%)
Buffalo – Small Cap Fund (5.8%)
Oakmark – The International Fund (5.5%)
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