Asset Owner Directory

University of Pennsylvania Investment Office (UPenn)

University of Pennsylvania (Penn’s endowment) manages an endowment fund that is based in Philadelphia, Pennsylvania. The purpose of Penn’s endowment is to provide stable and perpetual support for the mission and programs of the University. The endowment supports a wide range of purposes across the institution, with the significant majority of funds dedicated to instructional use and student financial aid.

Country

United States

AUM ($B, AS AT DATE OF ASSET ALLOCATION)

$21

Performance (%, 1YR)

1.3

Chief Executive

Peter Ammon

Chief Investment Officer

Peter Ammon

Chair

Scott L. Bok

Asset allocation

5.1% US Equities

5.8% International Equities

5.7% Emerging Market Equities

34% US Treasuries

0% Corporate Bonds

20.5% Absolute Return

9.3% Real Assets

19.6% Private Equity

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