Asset Liability Management (ALM)

Asset Liability Management (ALM) provides financing and advisory support to campus.  ALM’s primary charge is the management and oversight of the University’s short and long term capital needs.   Other services include:

  • Administration of internal debt financing programs
    • Internal Lending Program (ILP)
    • Financing Assets Short-Term (FAST)
    • Bridge Funding for gift related projects
  • Policy and financial analysis support to campus and the Board or Regents
  • Issuing and repaying external debt

Contact Information

Bill Starkey
Senior Associate Treasurer
starkeyb@uw.edu
206-616-5122

Annette Sommer
Associate Treasurer
asommer@uw.edu
206-221-8982

Treasury Operations (TOPS)

Treasury Operations (TOPS) manages financial operations of the UW investment and debt portfolios through strategic partnerships with the Board of Regents, Advancement, University of Washington Investment Company (UWINCO), Asset Liability Management (ALM), donors, alumni, campus schools and colleges, administrative units and students. TOPs strives to provide seamless operations and excellent customer service to the campus community.

Areas of focus include:

  • Administration and accounting for the University’s endowment, operating pools and externally managed trusts
  • Management the Life Income Program
  • Management the Technology Transfer Portfolio
  • Management of the stock gift program

Contact Information

Alana Askew
Assistant Treasurer, Operations & Analysis
alana01@uw.edu
206-616-3673

Ann Sarna
Associate Treasurer
anayasar@uw.edu
206-616-1145

University of Washington Investment Management Company (UWINCO)

The University of Washington Investment Management Company (UWINCO) is the investment office for the UW and operates as a separate, self-sustaining unit of the university. All endowment assets are managed by UWINCO and held in the university's name. The Board of Regents maintains policy oversight with investment advisory support from the UWINCO Board.

The UWINCO team is led by the Chief Investment Officer and consists of a group of investment professionals and operational staff. The total market value of assets overseen by UWINCO was $4.6 billion as of June 30, 2015, and consists of the $3.0 billion endowment (Consolidated Endowment Fund or CEF) and the $1.6 billion operating funds (Invested Funds or IF).

For questions regarding the investment program or to request a meeting or share materials, please contact:

 

University of Washington Investment Management Company (UWINCO)

4311 11th Ave. NE, Suite 600

Seattle, WA 98105

Phone: 206-685-1822

Email: invest@uw.edu