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 financial capital needs. Services include:
- Administration of debt financing programs
- Internal Lending Program (ILP)
- Financing Assets Short-Term (FAST)
- Bridge funding for gift related projects
- Operating lines of credit
- Policy and analytical support to campus and the Board of Regents
- Management of the external debt portfolio including the issuance and repayment of debt
- Bond investor relations and market disclosures
Contact Information
Annette Sommer
Senior Associate Treasurer
asommer@uw.edu
206-221-8982
Cash Governance
Cash Governance provides cash forecasting and guidance/policy support. Our primary charge in cooperation with UWINCO and Banking and Accounting Operations is to ensure appropriate levels of institutional liquidity.
Contact Information
Alana Askew
Associate Treasurer
alana01@uw.edu
206-616-3673
Special Portfolio Operations & Investor Relations
Special Portfolio Operations and Investor Relations assists campus, donors, companies and organizations with the following areas:
- Management of the Life Income Program Investment Portfolio
- Management of the Technology Transfer Equity Portfolio
- Administration and monitoring of Externally Managed Trusts
- Management of non-public stock connected with UW’s Investment Classes
- Management of non-public stock received from donors
Contact Information
Ann Sarna
Associate Treasurer
anyasar@uw.edu
206-616-1145
Treasury Operations (TOPS)
Treasury Operations is responsible for centralized accounting and administration for endowments, deferred and security gifts, and University investment activity.
Contact Information
Robert Bradshaw
Associate Treasurer
robertcb@uw.edu
206-221-7102
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. 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 480
Seattle, WA 98105
Phone: 206-685-1822
Email: invest@uw.edu
Website: uwinco.uw.edu