2011-2012 Endowment Report
What are the investment goals for the endowment?
The primary investment objective is to provide an average total return over the long term equal to inflation (CPI) plus the College’s spending rate. The goal is to provide a reliable source of support for the operating budget while preserving the purchasing power of the endowment for future generations.
How are endowment gifts invested?
Endowed gifts are invested in the College’s investment pool. The pool is the grouping of the principal balances of over 1,000 endowed funds so that they can be invested in a well-diversified fashion. Refer to the pie chart below for asset allocation.
How did our investments do in fiscal year 2012?
The one-, three-, five-, and ten-year returns for June 30, 2012, were: .5 percent, 11.6 percent, .5 percent, and 6.1 percent, respectively.
How is the Investment Pool managed?
The College’s Investment Committee (a committee of the Board of Trustees), in conjunction with the College’s outsourced investment custodian, is responsible for the oversight of the endowment. The committee establishes investment policy and asset allocation. In addition, it closely monitors investment performance, and assists the College’s custodian in evaluating investment managers.
How can you contact Trinity College’s Office of Advancement?
If you have any questions regarding your endowed fund, please contact Christine Nilson Foote, director of donor relations, at (860) 297-4246 or e-mail firstname.lastname@example.org.