UCLA Investment Company

Overview

UCLA Investment Company is a nonprofit organization established in 2011 to oversee the investment assets of The UCLA Foundation, including the university's endowment and other funds. Its primary objective is to provide professional stewardship of these assets to advance UCLA and related charitable purposes. The company is governed by an 11-member board, comprising individuals with extensive knowledge in investment, finance, and business, all appointed by The UCLA Foundation Board of Directors. The board includes the campus's Chief Financial Officer, the Chair of The UCLA Foundation Board of Directors, the Chief Financial Officer/Chief Operating Officer of The UCLA Foundation, and the company's President and Chief Investment Officer. The company's investment policies align with campus priorities and are approved by The UCLA Foundation Board of Directors. The endowment's purpose is to support UCLA's educational mission by providing a reliable source of funds for current and future use. The UCLA Foundation promotes philanthropy and manages resources to advance the campus mission of teaching, research, and public service. Through The Foundation, donors participate in building, sustaining, and advancing the university. The Foundation receives contributions made by alumni, friends, private foundations, and corporations; invests and manages the contributions to protect and enhance their value; and disburses them to UCLA's many professional schools, academic departments, and operating units. The UCLA Investment Company is led by a President and Chief Investment Officer and is governed by an 11-member board, including volunteers with deep knowledge of the investment industry, finance, and business who are appointed by The UCLA Foundation Board of Directors. Four members serve on the company's board by virtue of their positions: the campus's Chief Financial Officer, the Chair of The UCLA Foundation Board of Directors, the Chief Financial Officer/Chief Operating Officer of The UCLA Foundation, and the company's President and Chief Investment Officer. The company follows investment policies approved by The UCLA Foundation, which are consistent with campus priorities. The company is overseen by The UCLA Foundation Board of Directors. The purpose of the endowment is to support the educational mission of UCLA by providing a reliable source of funds for current and future use. The UCLA Foundation promotes philanthropy and manages resources to advance the campus mission of teaching, research, and public service. Through The Foundation, donors participate in building, sustaining, and advancing the university. The Foundation receives contributions made by alumni, friends, private foundations, and corporations; invests and manages the contributions to protect and enhance their value; and disburses them to UCLA's many professional schools, academic departments, and operating units.

Investment Focus

• Accredited investors
• Alignment with UCLA's mission
• Long-term investment horizon
• Diversified portfolio
• Compliance with applicable laws and regulations

Portfolio Companies