Office of Investments of the University of Pennsylvania

E54764

The Office of Investments of the University of Pennsylvania is the university’s internal investment management arm responsible for overseeing and managing its endowment and other long-term financial assets.


Statements (38)
Predicate Object
instanceOf asset management organization
investment office
university administrative unit
affiliatedWith University of Pennsylvania
country United States of America
surface form: "United States"
employs investment professionals
operations and risk management staff
follows endowment management best practices
university investment policy guidelines
goal generate risk-adjusted returns to fund the university’s mission
support the long-term financial health of the University of Pennsylvania
handles performance reporting to university leadership
portfolio construction for the university’s long-term assets
hasClient University of Pennsylvania
investsIn fixed income
hedge funds and other alternative investments
private equity
public equities
real assets
languageOfWork English
locatedIn Philadelphia
surface form: "Philadelphia, Pennsylvania"
manages University of Pennsylvania endowment
long-term financial assets of the University of Pennsylvania
mission steward the university’s endowment for current and future generations
operatesFor benefit of students, faculty, and research at the University of Pennsylvania
partOf University of Pennsylvania
reportsTo Board of Trustees of the University of Pennsylvania
investment committee of the Board of Trustees of the University of Pennsylvania
surface form: "investment committee of the University of Pennsylvania Board of Trustees"
responsibleFor asset allocation for the university’s long-term portfolio
liquidity management of long-term assets
monitoring investment performance
overseeing the investment of the university’s endowment
risk management of the university’s investment portfolio
selecting external investment managers
sector higher education investments
subjectOf University of Pennsylvania financial reports
endowment performance disclosures of the University of Pennsylvania
typeOfOrganization nonprofit investment office

Referenced by (1)

Full triples — surface form annotated when it differs from this entity's canonical label.

investment committee of the Board of Trustees of the University of Pennsylvania worksWith Office of Investments of the University of Pennsylvania
subject surface form: "Investment Committee of the Board of Trustees of the University of Pennsylvania"

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