Endowment

Investment Performance Reports

UC Foundations Total Return on Investments FY18 (PDF)

UC Annual Endowment Report FY18 (PDF)

CIO GEP Unit Value Summary Report - September 2018 (PDF)

CRT Investment Performance - June 2018 (PDF)

Investment Policies

Investment Policy Asset Allocation & Risk Policies (PDF)

Investment Management 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, 2018 (PDF)

Audited Financial Statements – June 30, 2017 (PDF)

Audited Financial Statements – June 30, 2016 (PDF)

IRS Form 990 – June 30, 2018 (PDF)

IRS Form 990 – June 30, 2017 (PDF)

IRS Form 990 – June 30, 2016 (PDF)