The University of Oregon’s endowment generated a return of 2.5 percent for the fiscal year that ended on June 30, 2023, below its 60/40 stock/bond benchmark of 9.4 percent.
Over the past three, five and 10 years, the University of Oregon’s endowment has generated annualized net returns of 9.2 percent, 6.7 percent and 7.7 percent, respectively, compared with their respective benchmarks of 5.0 percent, 5.5 percent and 6.1 percent.
As of June 30, 6.9 percent of the school’s $1.47 billion endowment was allocated toward real assets.
The University of Oregon Foundation, which comprises the endowment as well as expendable funds and deferred gifts, is “committed to making no new direct investments in fossil fuel extraction,” the foundation’s website states. Less than 5 percent of the foundation’s current assets are invested in fossil fuel extraction, and the last of those direct investments will expire by 2027.
