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
Annette Sommer
Interim Senior 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
Robert Bradshaw
Associate Treasurer
robertcb@uw.edu
206 221-7102
Ping Tan
Manager, Investment Accounting & Life Income Administration
pingtan@uw.edu
206 543-3530
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 $5.2 billion as of June 30, 2018, and consists of the $3.4 billion endowment (Consolidated Endowment Fund or CEF) and the $1.8 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 480
Seattle, WA 98105
Phone: 206-685-1822
Email: invest@uw.edu