Managing Risk
UTAM’s disciplined, methodical approach to assessing and managing investment risk is designed to bring an added measure of confidence to the investment process.
Investment Risk
UTAM’s investment risk management framework is anchored by three risk categories: market, concentration (including credit and counterparty) and liquidity. We incorporate portfolio risk limits – approved by various groups, including the university administration and the Investment Committee – into our processes to ensure that risk is managed in a thoughtful and efficient manner.
Investment Impact
Investing in Transformative Ideas
The Lau Catalyst Prize provides graduate students, postdoctoral researchers and faculty members with the initial financing to develop early-stage concepts into promising solutions that merit investor support.
Climate Risk
As the impacts of climate change grow more urgent each year, UTAM has developed increasingly sophisticated processes for measuring and managing climate-related investment risks. The need to reduce our collective carbon footprint is increasingly apparent – and is top of mind for all strategic investors.
Climate Commitments
As part of the University of Toronto’s engagement in the global fight against climate change, UTAM is committed to divesting from investments in fossil fuel companies and to achieving net zero emissions in the Endowment portfolio.
Investments
The strategic asset allocation of the Endowment portfolio is represented by the benchmark Reference Portfolio, which has long-term risk and return attributes consistent with the University’s objectives of this portfolio.