The Pomona College Investments Office provides treasury services for the college and manages the college’s endowment.
Information About Pomona’s Investments
As of June 30, 2021, Pomona College’s endowment was valued at $3.0 billion. In addition, the College had $446 million of other invested assets, which are predominantly associated with the College’s charitable giving plans.
The Endowment: Purpose and Process
Pomona’s endowment exists to support the College’s mission to enable students to identify and address their intellectual passions. The endowment is managed so as to provide sustainable income distributions to the College’s annual operating budget in perpetuity, while also maintaining the real purchasing power of the endowment. Over the last 5 years, endowment distributions funded 57% of the Colleges operating expenses and was the largest source of revenue for the College. The spending policy is structured so that endowment spending over time averages between 4.5% and 5.5% of the endowment’s average fair value over the prior 20 quarters.