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