Loyola Marymount University Endowment

Fidel Aguayo, as Vice President of Treasury and Investment, directs day-to-day portfolio management. He reports to CFO Aimee Uen and operates under the fiduciary supervision of an Endowment Committee chaired by trustee Henry Jordan, with technical advisory support from Elbridge Stuart.

The endowment directly controls campus properties in Westchester, Playa Vista, and Downtown Los Angeles — used for university operations and generating ancillary revenue. It also invests in external real estate limited partnerships, making property exposure a dual-purpose structural allocation rather than purely a holdings play.

LMU became a UN Principles for Responsible Investment signatory in July 2017. This commits the endowment to incorporate environmental, social, and governance factors into its investment analysis and to report publicly on responsible investment activity. The university is also a member of the Intentional Endowments Network, which focuses on sustainable investing in higher education.

The Society of Jesus (Jesuits) founded Loyola Marymount University in 1911, and the endowment exists to support that academic mission in perpetuity. The religious order does not manage the portfolio, but the university's board — with Jesuit representation — sets the fiduciary and ethical parameters through the Endowment Committee.

The endowment's private equity and venture capital exposure appears to flow through fund commitments and limited partnerships, while real estate combines direct ownership of campus properties with LP interests. The specific mix of direct co-investments versus fund-of-funds has not been publicly detailed.