SNHU Investment Policy

Southern New Hampshire University Endowment Fund and Investment Policy Guidelines
The objective of the fund is to achieve long-term capital appreciation with a moderate amount of risk. The time horizon for the investment is long-term and will accommodate a strong commitment to equities to protect purchasing power. Portfolio growth is the objective – bonds are used for stability and diversification, with cash reserves at 11%. Mutual funds are a valid way to increase diversification of the portfolio as a whole.

Investment Policy

An endowment is crucial for the long-term stability and advancement of the University. The endowment enhances our scholarships, bolsters the stature of SNHU's faculty, strengthens undergraduate and graduate teaching, expands facilities, and supports special initiatives and programs within our community and communities all over the world. Southern New Hampshire University's endowment has benefited greatly from the generous loyal supporters and private foundations, allowing the university to become what it is today.

The key to the endowment’s investment approach is the integrations of two components: managing investments for growth while preserving wealth. In the fiscal year 2006 – 2007 the endowment grew 26% or $3,625,365 (market).

The strategy of SNHU’s Investment and Finance Committee is a prudent one, designed to ensure that future generations derive as much benefit from the endowment as do current students.

Endowment Value

Due to generous contributions through the years, in tandem with solid investment performance, the value of the endowment portfolio is considerably higher than it was just ten short years ago. On June 30, 1998, the endowment stood at $4,844,103. At this year's fiscal end (June 30, 2008) the value stood at $19,064.107.

 

Gift Recognition Levels
 

Quill Society
$50,000 and above

Richard Gustafson Associates
$10,000 to $49,999

John Miles Patrons
$5,000 to $9,999

William Green Partners
$2,500 to $4,999

Shapiro Society
$1,000 to $2,499

Contact Us
 

Don Brezinski
d.brezinski@snhu.edu
Phone: 603.644.3109
Fax: 603.645.9739