Endowed Investment Pool Asset Mix

The UCLA Foundation’s endowed investment pool totaled $1.86 billion as of June 30, 2015. The endowed long-term pool is invested in a diversified investment portfolio designed to maximize long-term returns at prudent levels of risk, consistent with accepted institutional investing principles and practices. The pool is diversified by asset class, sector, and geography, and has been constructed to achieve a return objective sufficient to cover annual payout, inflation, and costs over the long term.