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Commitment to Stewardship

Case Western Reserve University won a prestigious award at the Foundation & Endowment Money Management's 9th Annual Nonprofit Awards for Excellence ceremony. Presented by the Institutional Investor Awards and Information Management Network, Case Western Reserve was a finalist for the honor in the Large Endowment of the Year category.

Case Western Reserve's endowment was recognized for strategies designed to limit financial adversity within a recessionary climate and for maintaining the large endowment's commitments to the university. Sally Staley, the endowment's Chief Investment Officer notes, "It was particularly meaningful to be recognized for excellence after a year of exceptional turmoil in the investment markets."

The university's endowment is managed by five investment professionals reporting to the chief financial officer and overseen by the Investment Committee of the Board of Trustees. Among its many functions, the team is responsible for fund and manager selection. The Investment Committee is responsible for setting asset allocation, approving investment policy, setting benchmarks and monitoring results.

Sally J. Staley, Chief Investment Officer
Anthony Fatica, Manager of Operations and Reporting
Jason A. Hart, Director of Marketable Investments
Anjum T. Hussain, CFA, CAIA, Director of Risk Management
Timothy R. Milanich, Director of Private Investments
Keith Rohr, CFA, Investment Analyst
Donzetta L. Darden, Executive Aide

Mailing Address

Case Western Reserve University
10900 Euclid Avenue
Cleveland, OH 44106-7014

Visitors and Deliveries

Adelbert Hall, Room 4
2040 Adelbert Road
Cleveland, Ohio
216.368.4306

make it possible

Making It Possible

Thinking beyond the possible starts with you—generous donor support allows Case Western Reserve University to break new ground in research, education and community involvement. Learn more about giving opportunities.

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