Notre Dame endowment returns 12.6% for fiscal year

The University of Notre Dame endowment pool returned 12.6 percent for the fiscal year ending June 30, 2017, according to Scott Malpass, vice president and chief investment officer. The endowment ended the year with a value of $11.8 billion, up from $10.4 billion at the end of the prior fiscal year.

The University benefited from spending distributions of $368 million for the fiscal year. Endowment pool distributions have increased 132 percent in the last decade, while preserving endowment purchasing power for future generations.

Throughout the past 20 years, the Notre Dame endowment pool achieved an annualized return of 10.7 percent compared to 6.5 percent for its internal strategic policy portfolio representing a passively indexed portfolio of similar assets, and compared to 5.9 percent for a 60/40 index blend of stocks and bonds. On this basis, the University’s actively managed investment program created value-added compared to the strategic policy portfolio return