Also known as UUCEF
Unitarian Universalist Common Endowment Fund's investment portfolio is valued at $272.74 million as of September 30, 2024, with investments in domestic and international equity, fixed income, private equity, special opportunities, and cash. Its return for the quarter, 1 year, 3 years, 5 years, 7 years, and 10 years were 1.8%, 20.6%, 2.7%, 7.4%, 7.0%, and 6.6%, compared to the benchmark return of 1.9%, 23.2%, 5.3%, 8.9%, 7.8%, and 7.2%, respectively. Investments in private equity include buyouts, mezzanine, private equity growth expansion, private debt, diversified private equity, and venture capital fund strategies. The endowment is open to first-fund investments. The fund's investments are governed by the executive management team, with Mr. David Valentine serving as Vice President, Finance & Investments & Member of the Investment Committee. NEPC serves as the LP Consultant.
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Unitarian Universalist Common Endowment Fund is a endowment plan based in Boston, United States, managing approximately $270M in assets.
Unitarian Universalist Common Endowment Fund is headquartered in Boston, United States.
Unitarian Universalist Common Endowment Fund manages approximately $270M in assets under management.
Unitarian Universalist Common Endowment Fund was founded in 2008.
Unitarian Universalist Common Endowment Fund focuses on Buyout, Debt - General, Private Equity, Growth/Expansion, Mezzanine, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage.
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