University of Iowa Center for Advancement
ENDOWMENT
As of March 31, 2026 (third quarter end)
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Endowment Asset
ALLOCATION
The Target Asset Allocation is approved by the UI Center for Advancement Board of Directors as recommended by the Investment Committee. These assets are managed on a total return basis through a diversified portfolio with a long-term perspective. Investments made in the endowment fund are selected to maintain annual spending, provide for expenses, and ensure long-term growth of the principal.
Global Equity: 68%
Public Equity: 43%
Private Equity: 25%
Private Real Assets: 9%
Diversifying Strategies: 12%
Public Diversifying Strategies: 4%
Private Diversifying Strategies: 8%
Cash & Government Debt: 11%
10-Year
ENDOWMENT TOTAL ASSETS
ENDOWMENT RETURN / BENCHMARK RETURN
This table reflects the endowment return at the end of each period noted below. Benchmark Return is calculated using asset class-level benchmark returns weighted by actual portfolio value, adjusted annually.