Endowment pool returns 12.2 percent for fiscal year

Author: Notre Dame News

Campus Feature

Campus Feature

The University of Notre Dame endowment pool returned 12.2 percent for the fiscal year ending June 30, according to Vice President and Chief Investment Officer Scott Malpass, and ended the year with a value of $13.1 billion, up from $11.8 billion at the end of the prior fiscal year.

The University benefited from spending distributions of some $400 million for the fiscal year, with financial aid in the form of scholarships and fellowships being the largest area of spending at nearly one-third of the total. Endowment pool distributions have increased 116 percent in the last decade, while preserving endowment purchasing power for future generations.

Notre Dame’s longer-term results are in the top tier of institutional investors. Over the past 20 years, the Notre Dame endowment pool achieved an annualized return of 10.3 percent compared to 5.7 percent for a 60/40 index blend of stocks and bonds. On this basis, the University’s actively managed investment program created value-added compared to the 60/40 index blend return in the amount of $8 billion over the prior 20 years.

“I am delighted to see the impact of these returns and strong stewardship on the opportunities they provide for our students and faculty in almost every area of the University,” Malpass said.

Originally published by Notre Dame News at news.nd.edu on September 24, 2018.