At Rutgers, The State University of New Jersey, our investment strategy centers around preservation and growth.
Capital preservation, flexibility, open-mindedness, intellectual curiosity, and long-term thinking are the pillars of our investment ethos. To support our goal of having a healthy endowment, we prioritize Rutgers’ partnerships with the best investment managers in the world.
A healthy endowment enables Rutgers to
fulfill its institutional mission;
support specific programs, projects, and priorities that advance its strategic plan;
enhance students’ educational experiences and professional prospects;
accelerate research into some of most perplexing problems and pressing needs of the 21st century; and
strengthen the state’s economic, social, and cultural development.
The endowment’s primary purpose is to achieve a total return averaging a spending rate of at least four percent plus inflation and costs. Returns in excess of this percentage support the endowment’s long-term growth. For this reason, the endowment’s time horizon is considered infinite.
Components of Return Need
Foundation Administrative Fee
Long-Term Return Need (net of fees)
Performance & Asset Allocation
Endowment Performance as of 06/30/2021
Target Weighted Benchmark
CPI + 4.95%
Asset Allocation as of 06/30/2021
Please click here to access Rutgers University's Holdings Statement.