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Financial Overview

With objectives of achieving long-term earnings that provide support to the University while still allowing endowments to grow, the UNC Foundation maintains a diversified asset allocation that respects inherent risks within the financial markets. Quarterly, the Foundation compares investment results to custom benchmarks, as well as to other institutionally related foundations to evaluate investment performance.

Endowments held by the Foundation are managed as separate accounts. At the beginning of the Foundation’s fiscal year, distributions are made available to support the University according to directives outlined in each gift agreement. On a quarterly basis, each endowment receives a net allocation of earnings or losses and receives the Foundation’s management fee.

Learn more about our current investment policy.

Net Pooled Investment

Strategic Allocations