About the UM Foundation
Financial Information
- Fiscal Year Giving by Type |
- Program Payments |
- Investment Performance |
- Alumni Participation |
- Endowment Growth |
- Giving by Source |
- Asset Allocation |
- Spending Policy |
- Annual Report |
- Total Giving
| Large-Cap Equities | 19.8% |
|---|---|
| Mid-CapEquities | 17.6% |
| International Equities | 25.9% |
| Fixed Income | 13.0% |
| Alternative Investments | 23.5% |
The University of Montana Foundation Board of Trustees has oversight for our investments and approves the allocation of assets.