The Total UVM Endowment is comprised of the UVM Foundation Endowment as well as the University of Vermont Endowment, which existed prior to UVM Foundation.
The Long Term Pool is the primary investment pool and is used for all donor endowments unless otherwise stipulated. The Long Term Pool has a mix of assets including Public Global Equity, Public Real Assets, Private Investments, and Marketable Alternatives. The University and UVM Foundation co-mingle assets for investment purposes in the Long Term Pool.
Separate Investments at the University include annuities, trusts and non-pooled investments.
The Green Fund is an alternative pool and, while diversified, the investments exclude fossil fuel and nuclear energy based investments. This pool originated late in FY14.
The Student-Managed Pool is designed to provide students with an opportunity to make investment decisions with real funds as a learning activity. Loss of principal may occur. Investments began in mid-FY16.
UVMF Holdings, LLC was formed in FY16 to hold separate investments for UVM Foundation.
Trusts Held by Others are not managed by UVM Foundation. Nonetheless, donors have invested in UVM Foundation by establishing such third party trusts to exclusively benefit UVM Foundation.