Overview and Staff Directory
The Investment Office manages investments of over $600 million for the endowment, treasury and retirement plan.
The mission of the Investment Office at Franklin & Marshall is to invest the endowment to maximize the annual draw available to support the academic goals of the College, while ensuring that tomorrow's students receive the same benefit from the endowment as today's. The Investment Committee of the Board of Trustees sets the policies, including the strategic asset allocation, spending, socially responsible investing and liquidity. The Investment Office constructs the portfolio, selects and monitors asset managers and ensures the endowment integrates into the broader financial goals of the College.
The Investment Office is also responsible for selecting annuity funds and mutual funds for the College's retirement 403(b) plan (Retirement Savings Plan) while Human Resources handles the administration of the plan.
The Finance Committee of the Board of Trustees has strategic oversight of the College's treasury. Working with the Treasurer, the Investment Office manages the investment of the short-term cash to meet the cash flow needs of the College while preserving principal and generating returns.
Location: Business Office (RAC)