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Investment Management The UO Foundation is committed to careful stewardship of private gifts in support of the University of Oregon. The Foundation's Board of Trustees has fiduciary responsibility for the investment of the Foundation's assets, including the allocation of funds to various asset classes and the engagement of professional investment managers. Currently, the Foundation's Investment Committee oversees the investment program in accordance with established guidelines approved by the Foundation's Board of Trustees. The overall investment objective of the Foundation is to (i) provide an annual distribution for endowments to support designated university activities as determined by the Board of Trustees, and (ii) to achieve a long-term growth rate that maintains the purchasing power of the assets, as measured by the consumer price index. Effective July 1, 2021, the Foundation moved to an outsourced investment management model in an effort to boost risk adjusted returns and create additional fiduciary safeguards. The relationship with Jasper Ridge Partners is managed by members of our leadership team and our Investment Committee, which consists of Foundation Trustees with strong financial and investment management skills. Jasper Ridge Partners manages more than $41 billion in assets for select families, endowments, foundations, pension funds, and sovereign wealth funds. They have a team of over 100 investment and operations professionals managing multiclass asset and diversified portfolios, as well as tailored, asset-class specific mandates. The UO Foundation currently manages over $3.2 billion of assets, including gifts made to endowed funds, expendable funds and deferred gifts. Expendable Funds : Gifts to expendable funds are immediately available for spending at the request of the UO; therefore, the investment approach emphasizes preservation of capital—highest possible return with low risk. Deferred Gifts: Deferred gifts are managed individually, rather than pooled, because each is unique in terms of payout rate and investment horizon. This strategy allows a variety of asset allocation options to be utilized to best satisfy donor needs. Endowed Funds The Foundation's endowment portfolio consists of donor funds invested to support the educational mission of the University of Oregon in perpetuity. These funds are invested to support students, faculty, research, academic programming and facilities as follows: Endowment Funds by Purpose Student Scholarships 35% Faculty Support 29% Research 14% Facilities & Equipment 1% Other UO Support 21% As of June 30, 2025, the endowment reached a market value of $1.8 billion. Gifts to the endowment are pooled together in a fund of one investment vehicle structure and referred to as the Villard Investment Pool (VIP). The strategy of the VIP asset portfolio focuses on varied traditional and nontraditional investment opportunities. The VIP is also diversified across underlying management sectors, risk factors, and liquidity characteristics. The diversification minimizes risk for any given level of expected return and earns incremental expected return by committing prudently to illiquid assets. Endowment Asset Allocation (as of June 30, 2025 ) Private Equity/Venture Capital 34.8% Hedge Funds 22.0% Public Equity 22.7% Fixed Income 12.7% Real Assets 5.7% Cash & Other Assets 2.1% The VIP's investments are subject to various risk factors including market, credit, and industry risk. Market risk represents the potential loss in value of financial instruments caused by movements in market variables, such as interest rates. Other risks affecting these investments include, but are not limited to, increasing competition, rapid changes in technology, and changes in economic conditions. While portfolio diversification can reduce idiosyncratic risk, overall market risk cannot be eliminated. The audited financial statements include more details about the Foundation’s endowment portfolio and other investments. Through endowed funds, the ongoing generosity of donors multiplies and sustains opportunities for countless generations to come. The Foundation is proud to be a trusted partner in connecting and supporting donors and the University of Oregon. Endowment Investment Performance — Villard Investment Pool The endowment's performance is designed to be consistent, stable, and less dependent on any one type of investment or any one particular economic environment. Greater focus is placed on generating consistent returns measured over longer periods of time. The ultimate objective is to first protect, then perform, and finally, as a result, provide to the university. Endowment Returns (as of June 30, 2025 ) 13.9% 14.7% 12.3% 12.4% 10.9% 10.5% 11.3% 9.4% 5.7% 2.5% Fiscal Year 2025 Fiscal Year 2024 Fiscal Year 2023 Since JRP (6/30/2021) 4.6% VIP Global Portfolio 60/40 5.9% VIP VIP represents the endowment portfolio, formerly known as Willamette Investment Pool (WIP) through 6/30/2021, until investment management was outsourced. It is now called the Villard Investment Pool (VIP). Global Portfolio Beginning as of June 30, 2021, a comparison is shown to the Global Portfolio, a benchmark which initially consisted of 70% equity (iShares MSCI ACWI ETF), 25% fixed income (iShares Core U.S. Aggregate Bond ETF), and 5% cash, geometrically linked monthly and with portfolio weights set as of June 30, 2021 (the inception date). The Global Portfolio is a floating allocation structure and consequently the weights do not rebalance but instead change with the market prices of the underlying securities. As of June 30, 2025, the weights of the Global Portfolio were: 74.1% equities, 20.9% fixed income, and 5.0% cash. 60/40 The 60/40 benchmark consists of the weighted average of iShares MSCI ACWI ETF at 60% and iShares Core U.S. Aggregate Bond ETF at 40%, geometrically linked monthly. Spending Policy The amount of university support provided by endowed funds each year is determined according to the Board approved spending policy, currently ~4%. The Foundation's spending policy is at the heart of our prudent management of private gifts. It strikes a balance between the conflicting goals of providing substantial support for current operations and preserving long-term purchasing power. Environmental, Social, and Governance Factors ESG at Jasper Ridge Jasper Ridge Partners (Jasper Ridge), the Foundation's investment manager, employs a comprehensive environmental, social, and governance (ESG) strategy throughout the lifespan of each investment decision. This strategy is embedded within the Foundation's Investment Policy, which is approved by our Board of Trustees' Investment Committee annually and governs the Foundation's investment portfolio. Jasper Ridge’s experienced team of investment professionals brings deep industry knowledge and a long track record of integrating ESG considerations into investment analysis and decision-making. The information below is comprised of a summary of Jasper Ridge’s ESG policy. Principles A core part of the Jasper Ridge ethos is a commitment to acting in the long-term interests of its clients. Jasper Ridge believes that environmental, social, and governance (ESG) factors can affect investment and business risks and opportunities. Considerations ESG considerations relevant to investments are wide-ranging. Examples of factors that the Jasper Ridge investment team may consider, as applicable, include: Environmental Climate change Greenhouse gas emissions Natural resource management Energy management Waste management Air and water quality Biodiversity Social Human capital management Civil and human rights Health and safety Fair wages and benefits Labor standards Community relations Governance Business ethics and compliance Accounting and tax practices Transparency Board composition and practices Data privacy and security Political activity Shareholder relations Strategy & Approach Jasper Ridge aspires to apply material ESG considerations both internally, in the way the company is managed, and externally, in the investments that it makes. Jasper Ridge is committed to responsible business management and investing, believing that incorporating material ESG-related considerations into these processes can help mitigate risk and enhance outcomes. Jasper Ridge believes that material ESG considerations are important drivers of investment risk and return and can affect the performance of investment portfolios to varying degrees across companies, sectors, regions, asset classes and through time. Every new investment presented to the Jasper Ridge Investment Committee is diligenced and scored on multiple dimensions, including two ESG-related criteria: ESG outcome, which assesses the potential positive or negative environmental, social and governance impact of the investment. ESG risk, which evaluates how ESG factors may affect business risks, opportunities and financial returns. While these ESG Criteria scores are factored into decision-making, they are not determinative, as investment decisions consider multiple factors.

Back to Home Page Celebrating 100 Years A statement from our President & CEO, Paul Weinhold Milestone anniversaries will always draw attention. One hundred years deserves so much more. When I imagine where the Foundation started in 1922, I am struck by the magnitude and importance of the Foundation today. With assets exceeding $3 billion, the University of Oregon Foundation is a meaningful contributor to the financial health and wellbeing of the university, its faculty, students and staff. It is an honor and a privilege to be part of this organization and witness firsthand the impact it has on the University of Oregon. Stewardship is an important theme for our staff. We recognize that each one of us play a vital role and that our roles are temporary in comparison to the longevity of the Foundation. While today we are celebrating one hundred years of service, we are proud that the Foundation will be here for hundreds of years to come, and it is our responsibility to ensure that we leave the organization in a better place for those who will come after us. Leading with our values of Trust, Integrity, Commitment and Respect in every action and interaction has been integral in remaining good stewards of the assets we manage on behalf of donors and the university. The Foundation is legally separate from the University of Oregon, but we exist to serve the university and its donors. The partnership we share with our colleagues at the university is strong and we are aligned. The financial success and growth of the endowment is due in large part to this incredible partnership, the generosity of our donors and a commitment to helping the university continue on the path of excellence. The Trustees of the Foundation are and have been the organization’s guiding lights. In the years I have been here, the generosity and commitment of Foundation Trustees has been inspiring and we are all grateful for their guidance, passion and support. Like the staff at the Foundation, our Trustees are devoted to doing what is right and making the organization better. I can say with confidence that the ethos present in the Trustees who are currently serving is consistent with those who have served over the last one hundred years. The Foundation is healthy and strong at 100 and the future is very bright for decades to come. I am proud to share this remarkable milestone with you. Thank you for your continued support of the Foundation and the University of Oregon. Paul Weinhold President/CEO

Privacy Oregon Consumer Privacy Act In compliance with the Oregon Consumer Privacy Act, this notice outlines how we manage and safeguard personal data. Privacy Policy Statement University of Oregon Foundation licenses this website from iModules Software. iModules Software has created this privacy policy statement in order to demonstrate its firm commitment to privacy and to describe the information-gathering and dissemination practices for the web site. This web site may disclose personal information when required by law or in the good-faith belief that such action is necessary in order to conform to the edicts of the law or comply with a legal process involving the web site. Cookies This Web site uses cookies to recognize you and allow you to automatically log in without re-entering your user name and password each time you visit our site. The cookies are encrypted and do not save any personally identifiable information (see the Personally Identifiable Information section below) about you, such as your user name, password or e-mail address. If cookies are disabled in your browser, you can still use the site but you will be required to enter your password each time you visit. This website may use the Google AdWords remarketing service to advertise on third party websites (including Google) to previous visitors to our site. It could mean that we advertise to previous visitors who haven't completed a task on our site. This could be in the form of an advertisement on the Google search page, or a site in the Google Display Network. Third-party vendors, including Google, use cookies to serve ads based on someone's past visits to the Foundation website. Any data collected will be used in accordance with our own privacy policy and Google's privacy policy. 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This Web site may disclose personal information when required by law or in the good-faith belief that such action is necessary in order to conform to the edicts of the law or comply with a legal process involving the Web site.

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