Joan of Arc

 

    Fiscal Year Ending
  5-Year Annualized 2016 2015 2014 2013 2012
Market Value (in millions)   $550.1 $551.6 $531.7 $457.8 $407.0
Endowment 5.9% -0.9% 3.7% 15.1% 11.5% 0.8%
Policy Index 3.9% -1.6% 1.0% 14.8% 9.5% -2.9%

S&P 500 Index

12.1% 4.0% 7.4% 24.6% 20.6% 5.4%
MSCI AC World ex USA (Net) 0.1% -10.2% -5.3% 21.8% 13.6% -14.6%
Barclays Capital Agg. Bond Index 3.8% 6.0% 1.9% 4.4% -0.7% 7.5%

 

 

ENDOWMENT OFFICE

Marquette Library

About the Office of Endowment

The Office of Endowment is responsible for the strategic investment direction of the university's endowment assets and serves as a liaison to both internal and external investment planning parties. Investment responsibilities include oversight of outside investment management firms, relations with investment consultants, and general monitoring of all aspects of endowment management.