Office of Investment Management
The Office of Investment Management (OIM) oversees the day-to-day management and administration of University investment funds. OIM submits policies and practices as appropriate for achieving investment and spending objectives to the Penn State Investment Council (PSIC) and Board of Trustees for their approval.
We Are
The Office of Investment Management leads the stewardship of the University’s investments.
Financial Links
In addition to general information about Penn State, the Fact Book contains a wide variety of information on students, faculty and staff, budget and finances, research expenditures, and alumni and development activities.
Reports
The Office of Investment Management is pleased to offer the following reports.
What We Do
The Office of Investment Management provides reports, analyses, and recommendations on investment policies, asset allocation, and endowment spending to The Penn State Investment Council. Our office conducts due diligence in manager searches and closely monitors external investment managers hired to invest the funds.
Investment Funds
The University's investment funds include the endowment pool, as well as non-endowed and other endowment-like funds. The endowment pool is a commingled fund of endowment assets that is broadly diversified among stocks, bonds, venture capital, private equity, hedge funds, and real estate.
Benchmarking
In addition to benchmarking against various market indices, the University compares asset allocation, spending policies, and investment returns against a peer group of universities that include the Big Ten schools and similar public universities in the mid-Atlantic region.
Careful management of the University's investments is critical to provide support for scholarships and program spending as well as the continued overall financial health of the University. The results enable Penn State to compete for the highest quality students and faculty.