Frequently Asked Questions


overall market value as of June 30, 2018

What are the investment goals for the endowment?
​The primary investment objective is to provide an average annual return over the long term in excess of 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 2018?                                                                   

The one-, three-, five-, and ten-year returns for June 30, 2018 were: 5.8 percent, 4.3 percent, 7.0 percent, and 5.9 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 investment manager, Commonfund, 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. During fiscal 2018 the college changed investment managers to Commonfund. During  the transition, many of the college's positions were converted to cash and redeployed by Commonfund beginning in July 2018.

How can you contact Trinity  about the college endowment?
If you have any questions regarding your Trinity endowment, please contact Guy Drapeau, comptroller,
at (860) 297-4210 or e-mail​. ​​​