UC Investments
Annual Reports
(For HR annual reports, see Financial Accounting.)
Annual reports: 2022-2023
Annual Report PDF
One hundred and fifty-fifth fiscal year. Annual report covering the portfolios managed by the Office of the Chief Investment Officer of the Regents as of June 30, 2023.
Annual Endowment Report PDF
2022-2023June quarter and fiscal year-to-date 2023 Investment Performance Reports for the UC Campus Foundations.
Annual reports: 2021-2022
Annual Report PDF
2020-2021One hundred and fifty-fourth fiscal year. Annual report covering the portfolios managed by the Office of the Chief Investment Officer of the Regents as of June 30, 2022.
Annual Endowment Report PDF
2021-2022June quarter and fiscal year-to-date 2022 Investment Performance Reports for the UC Campus Foundations.
Annual reports: 2020-2021
Annual Report PDF
2020-2021One hundred and fifty-third fiscal year. Annual report covering the portfolios managed by the Office of the Chief Investment Officer of the Regents as of June 30, 2021.
Annual Endowment Report PDF
2020-2021June quarter and fiscal year-to-date 2021 Investment Performance Reports for the UC Campus Foundations.
Annual reports: 2019-2020
Annual Reports PDF
2019-2020One hundred and fifty-second fiscal year. Annual report covering the portfolios managed by the Office of the Chief Investment Officer of the Regents as of June 30, 2020.
Annual Endowment Report PDF
2019-2020June quarter and fiscal year-to-date 2020 Investment Performance Reports for the UC Campus Foundations.
Annual reports: 2018-2019
Annual Report PDF
2018-2019One hundred and fifty-first fiscal year. Annual report covering the portfolios managed by the Office of the Chief Investment Officer of the Regents as of June 30, 2019.
Annual Endowment Report PDF
2018-2019June quarter and fiscal year-to-date 2019 Investment Performance Reports for the UC Campus Foundations.
Annual reports: 2017-2018
Annual Report- Innovate PDF
2017-2018One hundred and fiftieth fiscal year. Annual report covering the portfolios managed by the Office of the Chief Investment Officer of the Regents as of June 30, 2018.
Annual Report- Collaborate PDF
2017-2018One hundred and fiftieth fiscal year. Annual report covering the portfolios managed by the Office of the Chief Investment Officer of the Regents as of June 30, 2018.
Annual Endowment Report PDF
2017-2018June quarter and fiscal year-to-date 2018 Investment Performance Reports for the UC Campus Foundations.
Annual reports: 2016-2017
Annual Report PDF
2016-2017One hundred and forty-ninth fiscal year. Annual report covering the portfolios managed by the Office of the Chief Investment Officer of the Regents as of June 30, 2017.
Annual Endowment Report PDF
2016-2017June quarter and fiscal year-to-date 2017 Investment Performance Reports for the UC Campus Foundations.
Annual reports: 2015-2016
Annual Report PDF
2015-2016One hundred and forty-eighth fiscal year. Annual report covering the portfolios managed by the Office of the Chief Investment Officer of the Regents as of June 30, 2016.
Annual Endowment Report PDF
2015-2016June quarter and fiscal year-to-date 2016 Investment Performance Reports for the UC Campus Foundations.
Annual reports: 2014-2015
Annual Report PDF
2014-2015One hundred and forty-seventh fiscal year. Annual report covering the portfolios managed by the Office of the Chief Investment Officer of the Regents as of June 30, 2015.
Annual Endowment Report PDF
2014-2015June quarter and fiscal year-to-date 2015 Investment Performance Reports for the UC Campus Foundations.
Annual reports: 2013-2014
Annual Report Brochure PDF
2013-2014One hundred and forty-sixth fiscal year. Annual report covering the portfolios managed by the Office of the Chief Investment Officer of the Regents as of June 30, 2014.
Annual Endowment Report PDF
2013-2014Annual reports: 2012-2013
Annual Report, Chief Investment Officer PDF
2012-2013One hundred and forty-fifth fiscal year
Annual Endowment Report PDF
2012-2013June quarter and fiscal year-to-date 2013 Investment Performance Reports for the UC Campus Foundations.
Annual reports: 2011-2012
Treasurer's Annual Report PDF
2011-2012One hundred and forty-fourth fiscal year.
Annual Endowment Report PDF
2011-2012June quarter and fiscal year-to-date 2012 Investment Performance Reports for the UC Campus Foundations.
Annual reports: 2010-2011
Treasurer's Annual Report PDF
2010-2011One hundred and forty-third fiscal year.
Annual Endowment Report PDF
FISCAL YEAR ENDED JUNE 30, 2011Investment Performance Reports for the UC Campus Foundations.
Annual reports: 2009-2010
Treasurer's Annual Report PDF
2009-2010One hundred and forty-second fiscal year.
Annual Endowment Report PDF
Fiscal Year Ended June 30, 2010Investment Performance Reports for the UC Campus Foundations.
Annual reports: 2008-2009
Treasurer's Annual Report PDF
2008-2009One hundred and forty-first fiscal year.
Annual Endowment Report PDF
Fiscal Year Ended June 30, 2009Investment Performance Reports for the UC Campus Foundations.
Annual reports: 2007-2008
Treasurer's Annual Report PDF
2007-2008One hundred and fortieth fiscal year.
Annual Endowment Report PDF
Fiscal Year Ended June 30, 2008Investment Performance Reports for the UC Campus Foundations.