UM Positioning Over past 6 years, UM has taken a number of steps that help us prepare for challenges ahead: Moved to a more conservative endowment spending.

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Presentation transcript:

UM Positioning Over past 6 years, UM has taken a number of steps that help us prepare for challenges ahead: Moved to a more conservative endowment spending rule 5% of the 7-year average of the market value Prudent investment strategy Highly diversified portfolio Guarantee sufficient liquidity Maintain highest possible bond rating Ongoing cost-containment effort $135M taken out of budget through reallocation and more efficient operations Disciplined budgeting practices Protect funding for new initiatives Conservative budgeting of volatile items Investment in infrastructure to generate external support Development, Business Engagement Center