University of Massachusetts Foundation, Inc.
The University of Massachusetts Foundation, Inc., based in Newton, Massachusetts, is a nonprofit entity established in 1950 to manage and grow the endowment and other financial assets benefiting the five campuses of the University of Massachusetts system. Governed by a Board of Directors, the Foundation focuses on the stewardship of contributions and investment income, promoting the growth and general welfare of the university through prudent investment and support of scholarships, educational programs, and institutional advancement. It is structured to serve the university's students, faculty, and broader community as part of its educational mission.
Investment Strategy
The Foundation's investment strategy centers on the prudent, diversified investment of endowment funds and other assets to maximize long-term growth while preserving capital. Its approach incorporates best practices in institutional investing, typically using external fund managers across asset classes to manage risk, support scholarships, advance academic programs, and ensure financial sustainability for the university's mission. Focus is placed on asset allocation, risk management, and performance monitoring under guidance from its Board of Directors and designated investment officers.
Top Holdings
Equity Positions (4)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 37.15% | $73.8M | 242,779 | $193.96 | $303.93 | +$7.1M |
I IVV | ISHARES TR | 26.55% | $52.7M | 84,914 | $418.20 | $620.90 | +$6.1M |
I IEMG | ISHARES INC | 21.19% | $42.1M | 700,928 | $46.51 | $60.03 | +$4.2M |
I IEFA | ISHARES TR | 15.11% | $30.0M | 359,506 | $65.13 | $83.48 | +$2.8M |