UWINCO

Reports

Annual CEF Report

The annual CEF Report provides information on the University’s endowments, including historical and current investment performance, distributions to campuses and contact information.

Please view the fiscal year 2023 web report to learn about the endowment’s extraordinary impact across the University’s campuses, as well as annual investment performance information.

Quarterly CEF and IF Investment Performance Reports

Investment Performance Reports are issued quarterly and reviewed by the Board of Regents. The Investment Performance Report provides asset allocation and performance updates for the Consolidated Endowment Fund and Invested Funds. The links below will take you to the most recent Investment Performance Reports.

HB1640 Private Investment Disclosure Requirement

According to this statute, which became effective July 26, 2009, “The University must disclose the names and commitment amounts of private funds in which it is invested. In addition, the University must disclose the aggregate quarterly performance results for its portfolio of investments in such funds.”

HB 1640 Private Investment Disclosure as of December 31, 2023