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Simon Fraser University Endowment
The Simon Fraser University Endowment was established in 1965. It operates under the university's governance with oversight from the Investment Advisory...
Simon Fraser University Endowment
The Simon Fraser University Endowment was established in 1965. It operates under the university's governance with oversight from the Investment Advisory Committee. Jacky Shen serves as Treasurer and Director of Investment. The endowment allocates across global equities at 48.2 percent, Canadian equities at 24.1 percent, and Canadian fixed income at 20.1 percent. It holds positions in pooled private equity funds, infrastructure funds, and direct interests such as Vancity Community Investment Bank. Geographic exposure centers on Canada and global markets. Confirmed holdings include interests through Kensington Capital Partners and Northleaf Capital Partners. The endowment lists 1095 university-affiliated staff in related records. It maintains the SFU Community Trust for UniverCity development and participates in UN PRI as a signatory since 2014. No operational events from the last 24 months appear in available records. The endowment maintains a hybrid structure with student-managed vehicles through the Beedie School of Business alongside professional external managers such as Janus Henderson and Fiera Capital.
General information
Firm type
Endowment / Foundation
Year founded
1965
Location
Region
North America
Country
Canada
City
Burnaby
Corporate office
8888 University Drive Room 3010 Discovery 1 Building, Burnaby, British Columbia, Canada V5A 1S6
Principals
Jacky Shen
Treasurer and Director of Investment
Joy Johnson
President and Vice-Chancellor
Murray J. Leith
Chair of the SFU Investment Advisory Committee
Sector focus
Frequently asked questions
Who runs investment decisions at Simon Fraser University Endowment?
Jacky Shen serves as Treasurer and Director of Investment. Murray J. Leith chairs the Investment Advisory Committee. Oversight integrates university leadership including President Joy Johnson.
Does Simon Fraser University Endowment participate in fund commitments or only direct deals?
The endowment commits to pooled funds through managers including Kensington Capital Partners and Northleaf Capital Partners. It also holds direct interests such as Vancity Community Investment Bank.
What asset classes does the endowment hold?
Allocations include global equities, Canadian equities, Canadian fixed income, private equity, and infrastructure. Real estate exposure occurs through the SFU Community Trust and UniverCity.
Where does the endowment source its capital?
Capital originates from university donations, investment returns, and designated funds. The Simon Fraser University Foundation manages related philanthropic contributions.
How is the endowment related to student-managed funds?
The Beedie School of Business oversees student-managed endowment sub-funds including BEAM and SIAS. These operate within the broader endowment structure.
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