 A strong return on investments allows the University of Georgia Foundation to continue its mission of funding a broad range of scholarships, faculty support programs and other vital university needs while continuing to grow its endowment.
An investment committee directed by a group of highly-skilled financial professionals oversees the management of the foundation’s funds. Those funds currently are invested in an asset mix of approximately 70 percent equities, 15 percent alternative investments, 10 percent fixed-income interests and five percent real estate investments. This mix historically has provided strong growth while guarding against the risk of rapid swings in market values.
In fact, because of prudent and thoughtful financial management, the foundation spends only about 4.8 percent of the funds collected each year, while reinvesting all of the rest into its endowment. That reinvestment ensures that the fund will continue to grow to keep up with inflation, meaning that today’s funds will have the same buying power decades from now.
The 4.8 percent spent on foundation activities is taken from a three-year rolling average which prevents broad swings in investment returns from one year to the next.
If you have any questions regarding this spending policy, please contact Rob Fischman at the UGA Foundation at (706) 542-6677 or by email at RobertF@uga.edu. | 
