ENDOWMENT REPORT 2022
Annual Endowment Report
YOUR INVESTMENT IN ENDOWMENTS AT SEATTLE UNIVERSITY creates a permanent legacy that strengthens Seattle U’s financial foundation and advances our mission to educating the whole person, to professional formation and to empowering leaders for a just and humane world.
Seattle University’s 528 endowments enable us to maintain a competitive edge in attracting exceptional students and faculty, empower our schools, colleges and programs to innovate and grow, and enhance the collective SU experience for the entire campus community.
Seattle University is grateful and honored that you have chosen to invest in our students, faculty and staff. Thank you for your support.
$11,678,289 FY22 TOTAL DISTRIBUTION FROM ENDOWMENT
FY22 MARKET VALUE 528 ENDOWMENTS
FY22 NET RETURN 34.9% Academic Support 18.5% Chairs & Professorships 35.6% Scholarships 11% University Support ENDOWMENT SUPPORT BY PURPOSE
$284.6M
-11.3%
JULY 1, 2021 TO JUNE 30, 2022
ENDOWMENT MANAGEMENT
The Seattle University Endowment is invested with a long-term view to ensure that it will grow at a rate above inflation, while providing a stable stream of income to support the purposes for which the funds were created. The university’s investment strategies and risk management approach are tailored to balance the future purchasing power of endowment funds and meet current spending needs.
The Seattle University Investment Committee oversees the endowment fund. Cambridge Associates is the university’s Outsourced Chief Investment Officer (OCIO) for the fund. Decisions as to how the endowment invests its assets will be made by the OCIO based on asset allocation, distributions and restrictions defined by the Investment Committee. The OCIO is required to follow these instructions in all they do for the endowment.
$1,537,642
YEAR OVER YEAR PERFORMANCE SUMMARY *excluding US seattle university annual endowment report July 1, 2021 to June 30, 2022 PORTFOLIO ALLOCATION 33.4% US Equity 7.1% Emerging Markets Equity 13.8% Private Equity 5.6% Income Strategies 25.0% Fixed Income 3.9% Cash & Equivalents 11.2% Developed Markets Equity* ASSET ALLOCATION FISCAL YEAR 2018 2019 2020 2021 2022 INVESTMENT RETURN 6.9% 2.7% 4.6% 30% (11.3%) MARKET VALUE $241m $234m $238m $311m $285m UNIVERSITY SUPPORT $8.7m $9.4m $9.8m $10.5m $11.7m ENDOWMENT VALUE BENCHMARKING INFORMATION WITH PEER INSTITUTIONS SEATTLE UNIVERSITY GONZAGA UNIVERSITY UNIVERSITY OF SAN FRANCISCO SANTA CLARA UNIVERSITY LOYOLA MARYMOUNT UNIVERSITY LOYOLA UNIVERSITY MARYLAND UNIVERSITY OF SAN DIEGO UNIVERSITY OF THE PACIFIC XAVIER UNIVERSITY $1,471,579 $311,297 $439,480 $429,174 FY 2021 FY 2022 $284,645 $496,678 $574,955 $637,303 $623,508 ($000s omitted from amounts) $301,817 $307,798 $652,516 $692,916 $568,233 $625,143 $225,434 $259,332
For more information about this report or the Seattle University endowment, please contact the Office of Donor Relations at 206.220.8476 or stewardship@seattleu.edu
