Indiana University Foundation

Indiana University Foundation

Indiana University Foundation

Overview
Date Founded

1936

Headquarters

Showalter House,1500 North State Road,46 Bypass,Bloomington, IN 47408

Charitable Causes

Education Research & Support
Higher Education & Universities

Employees (Worldwide)

589

Industries

Social Interest
Investment Services & Portfolio Management

Company Description

Indiana University Foundation provides financial support to education and charitable causes. The company was founded in 1936 and is headquartered in Bloomington, IN.

Contact Data
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Executives & Employees

Executive Director, Management Advisory Services

Executive Director, Advancement

Executive Vice President & Chief Investment Officer

Chief of Staff

Senior Director, Investments

Senior Director, Investments

Controller

Director

Director

Executive Vice President for Finance & Operations & Assistant Corporate Secretary

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Advisors & Consultants
Investment Manager

AB's investment analysts create proprietary research to support our portfolio managers, who also can conduct their own research. Their portfolio management professionals then implement our discretionary investment strategies. The firm's professionals employ a range of investment strategies to implement the advice they give to clients including: long-term purchases, short-term purchases, trading, short sales, margin transactions, option strategies including writing covered options, uncovered options and spread strategies, and taking advantage of price differentials between two or more securities (arbitrage). Quantitative analytics are utilized in some of AB's investment activities, to assist in the selection of securities or the management of investment risk. It is often necessary for them to acquire or dispose of the same securities for more than one client account at the same time. In conducting security analysis, they utilize a broad spectrum of information, including without limitation financial publications, third-party research materials, annual reports, prospectuses, regulatory filings, company press releases, corporate rating services, inspections of corporate activities and meetings with management of various companies.

Investment Manager

PIMCO combines top-down macroeconomic forecasting with rigorous bottom-up credit analysis in their investment process. Their cyclical and secular economic forums drive the top-down element of their investment process which begins with an annual secular forum in which investment professionals from all their offices convene. Industry experts give presentations on various global economic and financial topics, followed by discussions among PIMCO's investment professionals regarding the outlook for the global economy and interest rates over the next 3 to 5 years. Then, the investment professionals collectively determine a bullish, neutral or bearish outlook. PIMCO's bottom-up research on individual securities considers such factors as finances, credit quality, call risks and structures. In addition, the firm is a signatory to the United Nations-backed Principles for Responsible Investment (UNPRI). The UNPRI recognizes that environmental, social and corporate governance (ESG) issues can affect the performance of investment portfolios, and must be given appropriate consideration by investors. Accordingly, PIMCO has formally incorporated ESG factors into their investment process when evaluating the long-term sustainability of a company.

Consultant

Founded in 1973, Cambridge Associates LLC is a registered investment advisor located in Boston, Massachusetts. The firm has four global affiliates providing investment advisory, research, performance reporting, and in some cases, investment management services. These include: Cambridge Associates Ltd. (London), Cambridge Associates Asia Pte Ltd. (Singapore), Cambridge Associates LLC (US and Australia), and Cambridge Associates Investment Consultancy (Beijing) LTD. They also have a non-depository trust company affiliate, Cambridge Associates Fiduciary Trust LLC. In addition to these entities, Cambridge and their affiliates have established various entities to serve as general partners and/or managing members for their single investor funds and single manager funds. These affiliated entities include Brook Street Ltd.; Cambridge Associates Resources LLC; and Church Green Ltd.All of Cambridge's clients are accredited investors and nearly all are also qualified purchasers. Their clients include colleges and universities, foundations, and other non-profit institutions, including museums and libraries, independent schools, religious institutions, professional and research institutions, service organizations, and performing arts institutions.

Clients

IDENTIFY AND INVOLVE MORE THAN A HALF- MILLION ALUMNI TO SERVE INDIANA UNIVERSITY AND EACH OTHER.

Key Stats and Financials As of 2016
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$303M
Non-Profit Donations & Grants
$21.8M
2010
$58.7M
2010
$31.3M
2010
Non-Profit Donations & Grants Received
Investments
Details Hidden

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