Investing

Overview

The first decade of the new century has been a challenging one for investors. The S&P 500 lost 1.6% annualized over the period, however the UNT Foundation investment portfolio weathered the storm returning 18.4% on a cumulative basis for the decade ... approximately 1.7% annualized.

The UNT Foundation portfolio is structured to provide a consistent level of inflation-adjusted returns within acceptable long-term risk levels. It consists of an allocation of assets among well-diversified equity, fixed income, and alternative investment with a ratio of 53% Growth Assets, 37% Risk Reduction Assets, and 10% Inflation Protection Assets. Managers in each of these classes are benchmarked against the appropriate style median for each, resulting in a portfolio that is worthy of your commitment.

A Strong Endowment

A strong endowment is a hallmark of a great university. A primary function of the UNT Foundation is endowment fund management. Endowments are created by donated gifts that are invested to produce a permanent flow of income. The income is used year after year to support the university activity of the donor’s choosing, such as student scholarships, faculty support, research funding, graduate fellowships. and lectureships. The UNT Foundation processes gifts to create endowments, sets up appropriate accounts, invests the fund according to Board policies, tracks income and expenses, and produces as well as distributes reports.