Endowment

Investment Performance Reports

UC Foundations Total Return on Investments FY17 (PDF)

UC Annual Endowment Report FY17 (PDF)

CIO GEP Unit Value Summary Report - October 2017 (PDF)

CRT Investment Performance - June 2017 (PDF)

Investment Policies

Investment Policy Asset Allocation & Risk Policies (PDF)

Investment Manager Policy (PDF)

Endowment Expenditure Policy (PDF)

GEP Investment Policy - UC Regents Office of the CIO (PDF)

GEP Investment Policy Amendment - Feb. 2013 (PDF)

Financial Statements and IRS Form 990

Audited Financial Statements - June 30, 2017 (PDF)

Audited Financial Statements - June 30, 2016 (PDF)

Audited Financial Statements - June 30, 2015 (PDF)

IRS Form 990 - June 30, 2017 (PDF)

IRS Form 990 - June 30, 2016 (PDF)

IRS Form 990 - June 30, 2015 (PDF)