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University of Colorado Foundation Investment Update

Investment Management Overview. Volunteer Investment Policy Committee provides fiduciary oversight and determines investment policy. Chief Investment Officer (CIO) is responsible for manager and security selection decisions. CIO addition is common amo

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University of Colorado Foundation Investment Update

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    1. University of Colorado Foundation Investment Update Michael M. Byram – President and CEO Christopher L. Bittman - Chief Investment Officer June 29, 2005

    3. Chief Investment Officer added – Aug. ‘04 Investment Background: Christopher L. “Chris” Bittman. Retired President/CEO of Jurika & Voyles Investment Management. Responsible for over $5 billion in assets for Fortune 500 corporations, foundations/endowments and individuals. Former Regional Manager – Merrill Lynch. Certified Investment Management Analyst. CU Experience: 1985 graduate – Univ. of Colorado at Boulder. CU-Boulder Alumni Association Director - 1988-1995. President of the Alumni Association – 1993-1994. Foundation Director – 1994-2004. Foundation Investment Committee – 1997-2004.

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    6. Equities (50-60%) 53% Domestic 36 International 17 Alternatives (20-40%) 36% Venture Capital 1 Private Equity 11 Real Estate 2 Hedge Funds 5 Absolute Return 15 Oil and Gas 2 Fixed Inc. & Cash (10-20%) 11% Total 100% Long Term Investment Pool (LTIP) Asset Allocation as of March 31, 2005

    8. Conclusions Maintain consistently high level of financial support for the University. Protect and safeguard the endowment asset base. Commitment by CU Foundation board to have one of the best managed endowment investment funds in the country.

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