# Beloit College Endowment

Beloit College Endowment is an Endowment / Foundation based in Beloit, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Beloit, United States
- **Region:** North America
- **Address:** Beloit, WI, United States
- **Founded:** 1846
- **Assets under management:** Under $250M (Altss estimate)
- **Website:** beloit.edu
- **LinkedIn:** https://www.linkedin.com/school/beloit-college/

## Regulatory record

- **Reports private funds:** No

## About

Beloit College Endowment is a US-based endowment plan with approximately $86 million in assets across two funds, focused on North America.

## People

- Lori Rhead — Vice President of Human Resources and Operations, Investment Office liaison

## Questions

### How is the endowment's asset allocation structured?

The portfolio follows a diversified multi-asset model dominated by public equities and fixed income, with a smaller alternatives sleeve that includes private equity and absolute-return strategies. Because the endowment lacks a dedicated internal investment staff, alternatives exposure is accessed through pooled vehicles and fund-of-funds rather than direct co-investments or separate accounts.

### Does Beloit College run any affiliated foundation or separate investment vehicle?

Beloit does not maintain a separate affiliated foundation. The endowment functions as a single commingled pool that merges donor-restricted and board-designated funds under the Investment Committee's oversight. Philanthropic campaigns, such as the $70 million comprehensive campaign concluded in 2021, channel endowment-eligible gifts directly into this pool.

### How does the endowment source and evaluate external managers?

The Investment Committee retains a generalist institutional investment consultant to source, screen, and monitor external managers. This outsourcing model is standard for endowments below roughly $250 million, where building an internal investment office is cost-prohibitive. The consultant presents manager recommendations at quarterly committee meetings, where allocation and hiring decisions are made.

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- [Bellwether Investment Management](https://altss.com/profile/bellwether-investment-management)
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Updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/beloit-college-endowment

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology