Loyola University Chicago

Financial Services

Long term investments

Long-term investments are managed to meet objectives for capital preservation and growth that are appropriate to the time horizon over which the assets are to be invested and the ultimate uses to which the assets are meant to be directed.  These objectives are set by the Board of Trustees and are monitored and periodically amended in conjunction with input from the University’s investment staff and outside investment consultants.  The University’s long-term investments are primarily composed of endowment assets but also include other assets invested separately for different purposes.

  • The Endowment
  • Life Income Investments


Among the University’s long-term investments are a number of direct holdings in shares of US corporations.  The Investment Office contracts with a proxy research and advisory firm to recommend votes on shareholder initiatives and other proxy measures, and provides resources in support of the efforts of the University’s Shareholder Advocacy Committee.  The committee was established by the Board of Trustees as a means for the University to engage companies in discussions concerning their practices and policies and to coordinate with other like-minded advocacy groups in initiatives intended to effect positive change.  The committee also serves the University as a resource for information on advocacy issues, social responsibility and corporate governance. 

History on the University’s proxy voting may be found here.