Notre Dame endowment pool at $11.8 billion for fiscal year 2017 | News | Notre Dame News | University of Notre Dame Skip To Content Skip To Navigation Skip To Search University of Notre Dame Notre Dame News Experts ND in the News Subscribe About Us Home Contact Search Menu Home › News › Notre Dame endowment pool at $11.8 billion for fiscal year 2017 Notre Dame endowment pool at $11.8 billion for fiscal year 2017 Published: October 13, 2017 Author: Dennis Brown University of Notre Dame The University of Notre Dame endowment pool returned 12.6 percent for the fiscal year ending June 30, according to Vice President and Chief Investment Officer Scott Malpass, and 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, with financial aid in the form of scholarships and fellowships being the largest area of spending at nearly one-third of the total. Another 18 percent of spending is dedicated to support professorships, with a similar amount supporting academic, religious and student programs. The remaining endowment funds support specific departments or programs or are available for general University purposes. Endowment pool distributions have increased 132 percent in the last decade, while preserving endowment purchasing power for future generations. Notre Dame’s longer-term results are in the top tier of institutional investors. Over 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 in the amount of $6.7 billion over the prior 20 years. “I am delighted by these returns, which will continue to support the aspirations of our students and faculty in all areas of scholarship, financial aid, student life and research,” Malpass said. Posted In: University News Home Experts ND in the News Subscribe About Us Related October 03, 2022 Congresswoman Liz Cheney to speak at Notre Dame on the future of democracy September 22, 2022 In memoriam: Rev. Richard Warner, C.S.C., longtime leader for Notre Dame, Congregation of Holy Cross September 22, 2022 ND Forum keynote event to feature Emmy Award-winning actors in Theater of War Productions’ presentation of ‘The Suppliants’ in Notre Dame Stadium September 21, 2022 In annual address to faculty, Father Jenkins outlines campus-wide vision for elevating excellence September 15, 2022 Lilly Endowment Inc. grant helps to expand Notre Dame pre-college programs for Hoosier high school students For the Media Contact Office of Public Affairs and Communications Notre Dame News 500 Grace Hall Notre Dame, IN 46556 USA Facebook Twitter Instagram YouTube Pinterest © 2022 University of Notre Dame Search Mobile App News Events Visit Accessibility Facebook Twitter Instagram YouTube LinkedIn